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Mike King  

Partner & Account Executive
Phone: 905-892-7568

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 specialist 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 reside 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.


Investments are provided through 
Aligned Capital Partners Inc.

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SERVICES:

• Comprehensive Family &
   Corporate Financial Planning
• Corporate Investing
• Group Benefit Plan Analysis
• Life Planning
• Advanced Tax Strategies
• Retirement Planning
• Estate Planning
• Debt Management Advice
• Asset Division Planning
• Mortgage & Finance Planning

INVESTMENTS:

• Corporate Accounts
• Company Pension Plans
• Retirement Compensation
   Arrangements (RCA)

• Individual Pension Plan (IPP)
• Flow-through shares /
   Limited Partnerships

• Hedge Funds
• Trust Accounts
• Pooled Funds
   RRSP, LIRA, RRIF, LIF, RESP,
   and TFSA accounts 
• 
GICS

INSURANCE/RISK MANAGEMENT:

• Corporate Insurance Planning
• Buy Sell Insurance
• Life Insurance
• Disability Insurance
• AD & D Insurance
• Critical Illness Insurance
• Long Term Care
• Group Benefit Plans
• Out-of-Province Travel 
   Medical Insurance
• Health & Drug Plans