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Michael L.
Associate Investment Advisor, Raymond James Ltd.,
Michael L. is an experienced investment manager with over 36 years in the financial industry, specializing in wealth management for individuals, families, and companies.
He holds a B.Comm in Finance from the University of Windsor and has previously worked as a Financial Advisor at Raymond James Ltd. and as Vice-President at Canaccord Genuity Group Inc.
Michael focuses on managing risk and expected returns by applying technical and fundamental research to construct tailored portfolios for clients to help them achieve their specific financial goals.
He provides monthly performance reviews with comparisons to major indices to ensure transparency and alignment with clients' objectives.
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Location
Toronto, Ontario, Canada
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