Partner, Account Executive
Mike has close to a decade of experience in providing expert personal and corporate planning solutions. Mike’s focus is to provide business consultancy and wealth management solutions for corporations, business owners, professionals, families and individuals.
Mike uses his in depth knowledge of advanced tax planning, investment management, risk management, employee benefits, and estate planning strategies to provide the most effective solutions for corporate and individual clients. In order to offer such a wide range of services, Mike calls on his team of specialists in different fields and integrates their analysis, findings and recommendations into a coherent plan tailored to be the best solution for client’s needs.
Meeting with clients where they are in life, Mike helps them accumulate, preserve and transfer wealth by taking a holistic client centred approach. By understanding your fundamental life and business goals, Mike will link those goals at every stage of life and business, to a customized wealth management plan.
Mike is married to his lovely wife Diane and resides in Stoney Creek with their 3 children; Coby, Kiptyn and Caris. When not at the office he enjoys spending time with his growing family as well as playing soccer, volleyball and going on hikes. Mike also devotes time to his community by coaching soccer and his family is committed to several charitable organizations.
We look forward to making your goals a reality.
PAUL MCNABBB B.COMM, PFP
EXECUTIVE FINANCIAL ASSOCIATE, Personal Financial Planner
Paul believes strongly in the process of linking focused goals & objectives to all aspects of a client's financial plan. It is mirroring categories to a common goal that truly creates a successful environment; whether it be plan construction or implementation, insurance or tax planning. Paul's financial services career began at TD in 2010, where he was in various retail roles, before joining the Ironwood team to start 2015. Paul spends his time outside of work playing goal for an ice hockey team year round, snowboarding in the winter & soaking up some sun at the family cottage when the weather warms up.
Reed MacDonald B.SC
Reed brings a disciplined, well rounded approach to his holistic financial plan creation. Working with a variety of small business owners, growing families and retirees, he has developed a comprehensive road map to help all of his clients realize their objectives. Through walking along side each of them, Reed tactfully aids at every stage of their lives by setting short to long term goals and developing a complete financial plan, encompassing detailed tax planning, investment selection, insurance planning and estate planning. While not at work, Reed enjoys biking and swimming and spending time with his wife Bonnie and two children, Carina & Thomas.
Ken has been a vital part of the Cudmore/King team since 2003. Ken is the team's office presence and helps to provide priority service and follow up when other advisors are out on client meetings.