About Mike
Fiduciary Wealth Advisor. Fiduciary portfolio management consulting and wealth planning services, since 2003.
I am a Fiduciary Wealth Advisor, and through Strategic Analysis Capital Management I provide fiduciary portfolio management consulting and wealth planning services. After my B.A. from York University in 1992 I spent years in the information technology industry, eventually managing a team with sales of more than $50 million a year.
In those years I developed an interest in economics, investment management and the Efficient Market Theory. That led to founding my own investment firm, Strategic Analysis Capital Management, in 2003, and to a second career in fiduciary wealth advice. Along the way I earned the Certified Financial Planner designation in 2003, the Chartered Investment Manager in 2007 and the FCSI, a Canadian Securities Institute Fellowship, in 2011. I have since let all three lapse.
My primary goal is to help my clients have a more successful investment experience and peace of mind for themselves and their family. By solving the three most common challenges people face in preparing for their financial future, I help clients secure their emotional and financial well being and enjoy a less stressful life and retirement.
My advice and services are based on over 50 years of leading academic research, not speculation, intuition or "market forecasts". I am happy to answer any question about your current financial situation and to give you an objective, unbiased second opinion.
The record
- 1992B.A., York University
- 2003Founded Strategic Analysis Capital Management; earned the Certified Financial Planner designation
- 2007Earned the Chartered Investment Manager designation
- 2011Earned the Canadian Securities Institute Fellowship (FCSI)
- 2020Founded Free Speech Media
What others say
"Indexing has become a popular investment stance but Mike is a purist on this point: no messing about with hybrid approaches of stock picking there and indexing there. An admirable consistency!"
"Mike is breaking the mould for financial advisors in Canada with his focus on transparency, and active promotion of fee-only advice."
"Year first hired: 2007. Top qualities: great results, personable, high integrity."
Outside the practice
I am also an investigative journalist and free speech activist. In 2020 I founded Free Speech Media (free-speech.ca) when I saw the existential threat posed by growing authoritarianism both at home and globally. To defend the ideals of freedom, liberty and limited government, I ran twice as a federal candidate for the People's Party of Canada and twice as a provincial candidate for Ontario's New Blue Party.
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