Michael Ward, CFP®

Financial Consultant

Michael has over 25 years of experience in the financial services industry, starting in 1985 with Midland Doherty as a stock broker; continuing his career after a break in Scotland with RBC Royal Bank and Keybase Financial. Michael has successfully completed the Professional Financial Planning Course and has also achieved the Certified Financial Planner (CFP) designation. Michael is also life licensed. Michael resides in Burlington and enjoys working with people from all walks of life.

Michael has won the Readers’ Choice Award for the Best Financial Planner almost every year since 2009; most recently winning the 2015 Readers’ Choice Platinum Award. For 2014, he was considered one of the Readers’ Choice Top 10 Best Financial Planners. He is honored to have won these awards from both The Hamilton Community News and The Hamilton Spectator.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.