DISCIPLINED, HOLISTIC, PERSONALIZED WEALTH COUNSEL

Michael Brook, CIM®, Portfolio Manager, Investment Advisor

Michael Brook specializes in helping individuals, families and business owners to manage their wealth wisely and feel financially secure. His disciplined, expert and prudent investment and financial planning solutions will help you achieve your aspirations by managing what you can and protecting what you can't.

Through a long-term, personalized relationship, Michael will work with you to understand your goals and priorities, tailor an investment strategy, and implement solutions designed to maximize returns while minimizing tax and risk.

Following a disciplined, systematic approach, Michael builds portfolios that are broadly diversified:

  • Geographically (between Canada, the U.S., and global developed markets);

  • Across asset classes (allocated to cash, fixed income, or equity securities); and

  • Across industries (going well beyond the oil patch to invest in a wide range of high-performing sectors).

Contact Michael to learn how he can help protect and enhance what's most important to you.

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

23 January 2023
A warning from Wile E. Coyote
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16 January 2023
Are dividends on a power play?
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Investor Strategy

January 2023
2023 outlook: bear market end game
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Year-end tax planning checklist

With the year winding down, review our 2022 year-end tax planning checklist. Take key steps before the end of the year and early into the new year to make a positive impact on your overall finances.

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