Private Wealth Analyst
The next generation of wealth management
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 2021. 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. Michael received his Bachelor of Commerce with a major in Finance from the John Molson School of Business in 2020, where he participated in the Kenneth Woods Portfolio Management Program, and is now pursuing the CFA Charter.
1 Place Ville Marie
Montreal, QC H3B 2B5
Telephone: +1 514 409 6792
Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.