Established Family
You are more experienced now, your bank account is larger, and it is easier to think further...
It's your money... and your peace of mind. I understand that.
You've worked hard for your money, so controlling your risks and minimizing taxes is important. I understand that too. I know that your financial objectives are very personal, so I will help you make the most of your investments to achieve your goals and secure the future you dream of.
I take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and I am here to help you do that. I embrace investor education because it enables me to build strong relationships with my clients.
The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. I know I must do right by my clients the first time, and I strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. I'll do the same for you.
And I will work hard to earn your trust. I carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.
Please click here to contact me for assistance with any financial questions.
latest news
Mon, 12/09/2024 - 05:00
Meeting a new financial advisor for the first time can feel a bit daunting. What should you say? How much should you share? And perhaps most importantly, what should you expect from the meeting?
There are generally two ways to approach your relationship with a new advisor.
Approach One: Hand over... Read more
Mon, 12/09/2024 - 04:30
What’s the secret to building and maintaining wealth? For the rich, it’s not just about earning a high income—it’s about the habits they cultivate. These strategies don’t just help them grow their wealth; they also ensure it lasts for generations. Start today and take more control of your financial... Read more
Mon, 12/09/2024 - 04:00
Let's face it—your death will create challenges for your loved ones. These challenges will fall into three main categories: emotional, legal, and financial. The good news? You have the power to minimize these issues. The bad news? If you want to make things worse, you can follow the "how not to"... Read more
Happy Clients
Please review our testimonials from our satisfied clients!
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Thanks for the summary Keith and all your support setting this all up. We are so grateful to have you in our lives since day one when we got married. We are a true testimonial of a couple you have mentored in your career. From marriage to a retirement package.
Xoxox
Christine -
I've known Mike since 2008 and I had the pleasure of working with him at Standard Life for 3 years. As a financial advisor for almost 10 years, Mike has the knowledge and experience to help clients achieve their financial goals. Thanks for your help Mike.
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Since working with Mike, he has met and surpassed my expectations of working with a financial advisor. He takes the time to really know his clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. He regularly provide updates and is always available to answer any questions or to explain options within my portfolio. His integrity and knowledge are invaluable. He takes a proactive approach to his work and, after each phone call, email or visit, he follows up and sends a very detailed email report explaining the current situation. Honest, reliable, ethical and highly recommended.
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Mike Busby is an exceptional financial advisor who really takes his time in determining your goals before creating a tailored financial strategies that suits your needs. Once your investments are in place, he keeps you well informed and up to date on your investments. Mike is a highly recommended financial advisor who truly cares about you and your financial goals with proven positive outcomes.
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Mike is an extremely dedicated professional who always strives to provide financial strategies based on the best interest of his clients. As my Financial Advisor, he works diligently to understand my financial goals and ensures the highest level of service is provided. He is able to see beyond his role and specific work initiatives to the larger picture and the impact of his work. On top of that, he is always genuine and a pleasure to work with.
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Mike Busby is an expert in his field and has been handling my investments for many years and I am always impressed with the attention to detail he has given my finances. He offers sound advice on the best way to invest money based on your individual situation and how best to optimize investments to guarantee a comfortable retirement. He also connects with me on a regular basis to keep me apprised of how my investments are doing, which is a nice personal touch that I never experienced with other people handling my money. Mike gives my investments the same kind of attention that he would give his own and I would highly recommend him to anyone.
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I've been with Mike for a long number of years. He's helped not just in growing my investments, but in explaining many questions I had such as selecting the best TFSA, understanding my taxes, and many more. He is always available to help and meet when required. I normally would not trust any random person with my money. His honesty is what I appreciate the most. I recommend Mike to all my friends and family. Choosing Mike is the best 'investment' I've ever made.
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I’ve known Keith for 40 years since we were roommates at McMaster University. When I had some money to invest, it was a no brainer to ask Keith to work with me. We’ve enjoyed a business relationship for 30 years. Keith is always learning. He keeps current on investing trends and readily gives advice always related to the goal of increasing my portfolio. He’s diligent and a man of integrity. Both my wife and I are confident placing our trust in him.
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P.S. 1984 Wow!! Time flies......Thank God I entrusted my investments with you...I'm thrilled at how steady and well things have gone in 35 years!!
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Thank you for your season’s greetings and annual assessment of the state of affairs. I wish you a wonderful holiday season too and that 2020 will start a decade of good health and happiness for you and your family. May it be a decade of a shift towards goodwill and not just monetary profit that defines success. I agree technology will continue to play a significant role, may it be for the common good. I appreciate your continued good service, always there to take my call and consider my comments. I know I’m a tiny player but you’ve never treated me with anything but respect and consideration. Thank you.
