Our Mission

Our team focuses on implementing proven financial strategies to help our clients invest wisely and live in comfort. We assist with estate planning* and insurance* needs analysis. Since we are completely independent of any financial institution, we will provide unbiased recommendations for your financial needs.

Mike Pratt, BA Economics, FMA, CFP

Michael has over eight years of financial management experience and holds both the Financial Management Advisor (FMA) and the Certified Financial Planning (CFP) designations. Michael holds a Bachelor of Arts Degree, majoring in Economics, from the Ivy League Institution of Brown University.

As an Investment Advisor, Mike specializes in portfolio management, estate planning* and insurance analysis*. With his finger on the pulse of the market, he regularly reviews with clients the progress of their financial plan to ensure suitability of both investments and insurance.

Born and raised in Edmonton, Mike spends his spare time playing hockey and spending family time with Michelle and their four boys.

Michelle Pratt, CFP, FMA

Michelle has been in the financial services industry since 1989. Along with her extensive financial planning background, Michelle specializes in client services and is the backbone of the administrative operations. She has over twenty years experience in financial services and has held positions with First Heritage Savings Credit Union, RBC Dominion Securities and CIBC Imperial Service. Michelle holds both the Financial Management Advisor (FMA) and the Certified Financial Planning (CFP) designations.

Born and raised in Abbotsford, Michelle enjoys running, cooking and spending family time with Mike and their four boys.

* Offered through Canaccord Estate Planning Services Ltd.