Sites
Skip to content
Our Private Wealth Counsellors provide leading investment expertise and implementation support to preserve and enhance your assets.
Private Wealth Counsellor
Strategic Thinking for Enduring Wealth
Michael leverages over two decades of experience in the legal and financial services industries to plan wealth management strategies that help minimize risk and tax impacts. Michael also assists affluent investors in developing their philanthropic legacy. He holds a bachelor of Law degree from the University of Alberta; a Master’s of Business Administration (MBA) degree from Wilfred Laurier University and the Canadian Investment Manager (CIM®) designation. Michael has a strong commitment to charity; he is currently a member of the fundraising board of the Arthritis Society, was involved with the United Jewish Appeal Federation, the Toronto Orchestra Symphony, the Canadian Cancer Society and the Humane Society/SPCA.
Toronto Office
120 Bremner Boulevard, Suite 800
Toronto, ON M5J 0A8
Canada
Telephone: +1 647 438 8218
Wealth Planning Consultant
Planning your future peace of mind
Lloyd’s mission is to help clients and ensure their future peace of mind. There are a number of factors that need to be addressed and coordinated, but it all starts with the clients, and what they want their wealth plan to look like. Lloyd believes in teamwork as he works with other counsellors to help set realistic and achievable goals for his clients. He looks at certain key factors such as taxes, corporate structuring, whether their interest costs are deductible and many other items, and offers advice to help clients achieve their goals. Lloyd is a CA and CPA, and has worked in public practice for over 30 years helping people meet their needs.
Toronto Office
120 Bremner Boulevard, Suite 800
Toronto, ON M5J 0A8
Canada
Telephone: +1 647 438 8218
Private Wealth Associate
Exceptional Relationship Management
Kamal is known for his exceptional relationship management skills, which has led to many successful clients and client referrals. Leveraging his extensive background and knowledge, he is able to discover and analyze the best possible solutions to meet each and every different client’s needs. He believes in teamwork to help clients set realistic goals and plan strategies to meet their objectives. Kamal holds a Bachelor’s degree in statistics, is a Certified Financial Planner® and holds the Chartered Investment Manager® designation.
Toronto Office
120 Bremner Boulevard, Suite 800
Toronto, ON M5J 0A8
Canada
Telephone: +1 647 438 8218
Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.
Africa