Welcome. As an Assante advisor my goal is to help my clients achieve financial independence and the kind of life they want to live.

I do this by developing comprehensive and personalized financial strategies tailored to their personal dreams and goals.

Behind me are the resources and expertise of Assante, one of Canada's largest independent non-bank owned financial services firms. As your Personal CFO^TM I offer integrated and comprehensive financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning.

As an Assante advisor, I believe every client deserves exceptional service. That's why I get to know my clients - their jobs, their family, and their aspirations - and pride myself on delivering financial solutions to simplify and enhance their lives.

Please take the time to browse through my Web site. On it you'll find important information about:

• What to look for in an advisor and how Assante's unique combination of personalized service, expertise and choice is hard to beat
• What to expect from me as your Personal CFO^TM - my background and expertise
• What sets Assante apart from other financial services firms - our history and how we've grown rapidly across Canada by delivering wealth management solutions

Thank you for visiting my Web site. I believe every family can have a better quality of life with the help of an Assante advisor. Please contact me at your convenience to find out how I can help you achieve your dreams.

As Senior Financial Advisor and Branch Manager of Assante Capital Managment Ltd.'s London office, Mike specializes in wealth management, investment, tax, financial and estate planning advice, service and implementation. A Financial Advisor with over 17 years of industry experience, Mike and his team provide clients with a "Personal Chief Financial Officer" (CFO) approach to help handle the complexities of investment and wealth management. The Personal CFO^TM process keeps your time free to focus on other important life goals. Mike is a Registered Financial Planner practitioner (RFP), a Fellow of the Canadian Securities Institute (FCSI), a Certified Investment Manager (CIM) and a Certified Financial Planner practitioner (CFP). He served as chairperson for Hyde Park United Church for five years and is an active member and past president for the Huron Pioneer Thresher and Hobby Association. Mike, his wife Elaine, and their two daughters reside in London, Ontario.

At Assante, our mission is to simplify and enhance the lives of our clients by providing integrated wealth management solutions that are tailored to each client's unique objectives. Our commitment is to serve as each client's Personal CFO^TM. By collaborating to manage our clients' sophisticated and complex needs we help bring better balance to their lives. The company takes a multi-disciplinary approach to our client's wealth, career, business and succession challenges by offering a comprehensive range of services from investment and tax advice, estate planning, insurance, personal and professional support services capable of serving multiple generations.

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada.

Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group available through our sister-company, CI Investment Inc. and United Financial, a division of CI Private Counsel LP.

Be well-advised is our promise to you.