Mike Ostrzenski, CIM^®, BSc.

Location
Calgary, Alberta

“Treat others as you wish to be treated.” 

After a stint in the oil and gas sector, I decided to revisit a passion of mine – finance. I had always enjoyed conversations with friends about day-to-day financial-related topics, like investing and credit. So, it felt like a natural transition to explore a career in wealth management. The decision proved to be beyond worthwhile, as I found my passion in helping people as they pursue their financial goals.

I joined CWB Wealth Partners in 2019 as an Operations Associate and crossed over to the Client Service Associate team in 2021. Having been responsible for all facets of client account opening and documentation in Operations, I understand the importance of establishing trusted client relationships. For me, that means going above and beyond their expectations by being organized, proactive, and responding quickly to provide the exceptional service they deserve. 

A born and raised Calgarian, I graduated from the University of Calgary with a BSc. in Geophysics. After many years of studying for various courses in the financial services space, in the spring of 2024 I earned my Chartered Investment Manager^® (CIM^®) designation, which I hope to leverage in my career path, helping families achieve financial freedom and wellness.