Michele is an Executive Financial Consultant in the practice. She has over 25 years of experience in the financial industry, and holds a degree in Business Administration and Psychology from Brock University and a diploma in Marketing from Mohawk College.

Michele's passion for finance began at a young age while running her first small business, a local paper route. Managing clients and the financial aspects of her business brought her immense joy, solidifying her career path in finance and client service.

An advocate for continuous education, Michele has earned several designations, including CERTIFIED FINANCIAL PLANNER^® and Registered Retirement Consultant. She is also licensed in insurance, helping clients protect themselves from the unexpected, secure their wealth, and pass on a legacy in a tax-efficient manner.

After working in a corporate banking model for many years, Michele felt that the focus on sales targets overshadowed the real needs of clients. This led her to leave that environment and establish her own practice in 2012. Now, she can serve clients in the way she believes they deserve, providing regular consultations and dedicating ample time to help them navigate their financial matters. She takes great pride in her dedicated team, whose support enhances the client experience significantly.

Despite not considering her business as "work," Michele makes time for her other passions. She enjoys traveling with her husband and three adult children, as well as golfing, skiing, and spending time with family and friends. She is also involved in many community initiatives including fundraisers for United Way, Gillian’s Place and Hospice Niagara.

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