With a personalized approach rooted in 28 years of financial planning experience, we’re equipped to help real families build sustainable retirement income plans.
Michael is a graduate of GMI Engineering & Management Institute with a Bachelor of Science in Electrical Engineering and the University of Western Ontario, with a Master of Business Administration. He’s completed the Professional Financial Planning Course and carries the designation of CERTIFIED FINANCIAL PLANNER®.
His outstanding service and commitment to excellence has resulted in a fiercely loyal client base built largely through personal recommendations. Through comprehensive and regular communication Michael strives to understand each client’s needs, goals and risk tolerance and then develops a personalized financial solution.
Michael has lived in Amherstburg since 1976. Together with his wife, Jasminka, a Superior Court Justice, they enjoy raising their three adult children – ages 25, 22, 20. When not spending time with family and friends, Michael enjoys mountain biking, hiking, and spreadsheets.
Conor brings a fresh perspective to wealth advisory as a valued member of Michael’s team since March 2024. With a background that spans technology and pharmaceutical sales, he combines his lifelong interest for financial markets with a solid academic foundation—a Bachelor of Science in Biology with a minor in Economics from the University of Western Ontario—to offer the same level of excellence Michael has for so many years.
With meticulous attention to detail, Conor believes that successful financial planning is built on integrity, accountability, and a personalized approach. He is dedicated to continuous learning to better serve clients.
When not at work, or studying, you’ll find him refining his swing on the golf course or hitting the trails on his bike.
Bringing a passion for service, Hilary made a successful transition from healthcare to financial administration over a year and a half ago. Her diverse background offers a well-rounded approach to organizational management, combining analytical insight with a people-centered mindset.
When she’s not at work, you’ll likely find her spending time with her dogs or her horse—animals have always held a special place in her heart. She’s also a proud parent, cheering on her daughter who’s studying veterinary technology, continuing the family’s deep love of animals.
Contact our team today to start building a personalized plan tailored to your needs.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
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