Mike McPhee

Investment & Wealth Advisor @RBC Dominion Securities

Halifax, NS, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2016 — Present

Investment & Wealth Advisor @RBC Dominion Securities

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Halifax, NS, CA

Mike brings the discipline, leadership and teamwork skills gained from his 11 year professional hockey career to his wealth management approach.He is a Wealth Advisor and CFP professional with an 18 year track record of success helping high net worth individuals, families and business owners make smart decisions about their wealth. His clients benefit from the resources and network of RBC Dominion Securities, Canada\'s top full service Wealth Management firm.As an NHL player Mike was known for his defensive style of play but also managed to average 20 goals per year. He applies this same all round discipline to managing his clients\' wealth with an investment philosophy of defence keeps you in the game and gives you a chance to win, however to win games you have to score some goals and do the small things right. Knowing that there are no shortcuts to success Mike helps his clients grow and protect their wealth by sticking to the time-tested fundamentals of good money management. This \"Plan to Win\" approach is evident in his \"Design Build\" portfolio management process which allows him to continually monitor and adjust his clients\' portfolios while preventing them from making emotional decisions about their money.

SKILLS

InvestmentsDisciplineWealth ManagementBusiness PlanningGoal DevelopmentFinanceRetirementTeam LeadershipFinancial AdvisoryWork EthicInsuranceInvestment Strategies

ABOUT MIKE MCPHEE

Mike brings the discipline, leadership and teamwork skills gained from his 11 year…

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Mike McPhee — Investment & Wealth Advisor at RBC Dominion Securities in Halifax, NS, CA | Unifers