Michael has been in the financial services industry since the early 1970s . His wealth of experience in banking, insurance and investments gives him a unique, long–term perspective on our economic climate today.
Providing clients with long–term financial security and estate protection are two areas where Michael believes he can best fulfill his clients’ needs. To help ensure he maintains a high standard of knowledge, Michael regularly attends education seminars and in 2012, he successfully completed the Master Financial Advisor (MFA) designation. He has previously completed the requirements for the Chartered Life Underwriter designation and Elder Planning Counselor course. He has also qualified for the MDRT designation for eight consecutive years.
As part of the culture of giving back to the community at Caldwell Wealth & Estate Advisory Ltd., Michael is supportive of local and international charities. Michael is a member of the Grand Theatre Foundation Board and he is especially pleased to be supporting Hearts for Change, a charity supportive of children in Kenya. For more information on this charity, go to www.heartsforchange.ca.
Married to Judy with three children and four grandchildren, Michael has a wide variety of interests outside of his work. He is a connoisseur of fine wines and has travelled the world, including a visit to the Great Wall of China. He is always up for a little golf from time to time.
Michael is an Investment Advisor (Mutual Funds). See the IIROC Advisor Report.
Professional Designations | CLU, MFA, EPC