Two decades into his career, Michael is still driven by the impact his approach to wealth planning and portfolio management has on clients’ lives and seeing that impact compound as they move through milestones.

A native Calgarian, Michael graduated from Western University with a degree in psychology but quickly decided he wanted to be in the investment industry. Taking a post at an independent boutique investment firm in 2002, he progressed in his career from fielding stock quote phone calls to building relationships with clients. He joined Richardson Wealth in 2011 and earned the Chartered Investment Manager (CIM) designation in 2013, qualifying him as a Portfolio Manager, entitling him to offer premium fully managed discretionary account services to his clients.

Away from the office, Michael enjoys spending his time with his wife Samantha and his two young daughters Hailey and Addison. An avid squash player since he was six years old, Michael is heavily involved in the squash community, competing at the national level and sponsoring competitions. He also stays active by playing tennis, golf and skiing and is a past volunteer instructor for the Canadian Association for Disabled Skiing.

Cathy is an experienced assistant with a Bachelor of Education, bringing a wealth of knowledge and organizational skills to her role. After taking time to be a stay-at-home mom, she returned to the workforce nine years ago and has since been dedicated to supporting her team and enhancing workplace efficiency.

Outside of work, she enjoys traveling and curling. She has taken up pickleball and golf as new hobbies. She is married and has two adult children.

Daniel Pow joined Brook Wealth Counsel in 2024 as an Assistant, helping the team with daily operations and administrative duties. Dan brings 3 years’ experience in the banking industry and an MBA from the University of Calgary.  With a passion for helping others achieve their financial goals, Dan is working towards his Registered Representative Licensing to further assist clients with financial planning, advice, and deepening relationships with clients.

Dan is born and raised in Calgary. He is happy to call Calgary home again, after years of living away in Phoenix and Thailand, where he played professional golf. Outside of work Dan enjoys family time at the Cabin in Windermere, exploring the mountains, playing sports and cooking with his partner Juhli.