TRICERT FINANCIAL GROUP - Key Persons
Job Titles:
- Member of the Board of Directors
Job Titles:
- Member of the Board of Directors
Job Titles:
- Member of the Board of Directors
Job Titles:
- Member of the Board of Directors
Job Titles:
- Member of the Board of Directors
Job Titles:
- Member of the Board of Directors
Job Titles:
- Member of the Board of Directors
- CA, QAFP
Job Titles:
- Member of the Board of Directors
Job Titles:
- Member of the Board of Directors
Job Titles:
- CEO
- Member of the Board of Directors
- President
Mike joined TriCert Financial Group in 2022 and is a driven and creative leader passionate about bringing out the best in ideas, people and businesses. Mike meets with independent CPA firms across Canada to discuss their interest in providing wealth management services to their clients and joining the TriCert Financial Group.
Mike joined TriCert Investment Counsel in March 2021 as President and CEO. He is responsible for leading the exceptional team, working with its accounting firm partners to further solidify its integration to deliver results for clients. Mike has over 25 years of business and investment experience, from founding startups to senior executive positions in multibillion-dollar companies. Mike was recently responsible for overseeing $45 billion in assets on behalf of Canadian physicians and their families while at a large financial services company.
Job Titles:
- Member of the Board of Directors
- CFP
Paul joined the TriCert Financial Group Board in 2015 and became Board Chair in 2020. Paul has over 40 years of experience in providing traditional assurance services, income tax and estate planning advice related to reorganizations and business successions, financial consulting with respect to the purchase and sale of businesses and generational transfers, and general business consulting.
Paul was awarded the prestigious Fellow of the Chartered Professional Accountants (FCPA) designation. FCPA is the highest distinction that CPA Ontario confers upon its members.
Job Titles:
- Member of the Board of Directors
Job Titles:
- Member of the Board of Directors
Job Titles:
- Member of the Board of Directors