Trusted. Comprehensive. Family-Focused.
Families are complex.
Wealth management can be too.
Many families seek guidance in managing their wealth, beyond managing their portfolio. Overseeing your wealth requires meaningful conversations, addressing the sometimes uncomfortable questions, like, “What does your wealth mean to your business? To your family? What happens when you die?” Our thorough and customized approach will enable you to answer these questions.
Yes, families are complex and wealth can be too. I am here to provide you with a comprehensive and trusted perspective.
Services
Perhaps you were referred by a friend, or your lawyer or accountant. Our customized, comprehensive approach ensures an integrated experience for you and your family. Our services include but are not limited to:
investment management
estate planning
tax planning
cash flow planning
risk management
family meetings
charitable donation planning
health and wellness
eldercare and family planning
How Can I Help?
Families count on me for their short and long term planning needs in good times and bad. I have been told that in addition to being a trusted advisor and wealth manager, I am an educator, a psychologist, and friend. I am honoured to provide valued advice and perspective.
My career started in the estate and trust industry in Toronto, where I gained experience and a practical approach to estate planning. From there, I advanced to a corporate role and worked with financial advisors and their top clients all over Ontario. I gained valuable insight into how wealthy families think and interact with their money and their children. I was fascinated. I knew I could enhance the advisor/client relationship and the parent/child relationship based on my experience, my personality, and my practical approach.
In 2006, my wife and I decided to move our family and my business to Muskoka. This was one of the best decisions I ever made, both personally and professionally. Since then, the business has evolved into a multi-family wealth management office that works with families in Muskoka, Toronto, and beyond.
My passion is helping families manage their wealth in a way that reflects their family values and beliefs. If this sounds relevant and worthwhile to you, let’s talk.
Meet the Team
Sandra Stetler, CIM®
Associate Principal
Sandra is a licenced Portfolio Manager with more than 20 years of private client experience. Sandra is central to the team, and she and Mike work closely together to deliver the highest level of wealth planning and investment management services to our client families. Sandra meets regularly one-on-one with clients, leads our administrative support team, and oversees all transactions and wealth planning initiatives.
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Maya McDonald
Administrative Associate
Maya monitors and assists with wealth planning initiatives and works closely with the CI Private Wealth back office to facilitate action items for our client families.
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Khylie Brown
Administrative Associate
Khylie collaborates with our CI Private Wealth back office to ensure day-to-day transactions are completed accurately and efficiently.
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Lesley Taylor
Administrative Assistant
Lesley is usually the first voice you will hear when you call our office. Lesley is amazing at managing our calendar and arranging client meetings.