Client Service Associate, CWB Wealth Partners
Mike 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, Mike understands the importance of establishing trusted client relationships as a Client Service Associate. For him, that means going above and beyond client expectations to create proactive solutions that provide the exceptional service they deserve.
A born and raised Calgarian, Mike graduated from the University of Calgary with a BSc in Geophysics. He’s furthered his knowledge of the financial industry by completing the Canadian Securities Course, Conduct and Practices Handbook Course, and Investment Advisor Training Program in order to become a Registered Representative.