Private Wealth Analyst
Michael joined the team as an intern in the summer of 2019 and then rejoined the team as a full-time private wealth analyst at the start of 2020. In his role, Michael is responsible for supporting the financial advisors in their day to day operations and handling of client portfolios by conducting financial research and performing various analyses. In his time with the practice, he has discovered a passion for wealth management and financial planning and is now looking forward to joining the next generation of wealth managers. By December 2020, Michael is expecting to receive his bachelors in Finance from the John Molson School of Business, where he participated in the Kenneth Woods Portfolio Management Program. He was also one of eight students accepted in the Applied Investment Analysis course and is a CFA level I candidate.
1981 McGill College Ave
Montreal, QC H3A 3T5
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Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.