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Michael Sharp, CFA

RBC DS
Portfolio Management

Contact Information:

Toronto, ON m5j2t3
Canada

Years in Business:

 

20

Clients I'm Seeking:

 

Our team specializes in helping business owners, retirees and professionals. Our clients have minimum investable assets of $250 000 and live in or close to Toronto.

About My Business:

 

Michael recognizes that money plays an important role in reaching ones goals. It's about having the financial security you need to live your life the way you want. It's about enjoying your success, spending time with your family, and creating memories that last for generations. Since money is such an important factor, it requires professional attention. Most importantly, it requires professional attention that acknowledges all your goals in life - not just financial goals. In addition to helping you manage your investments and finances, Michael Sharp can help you plan your retirement, save for a family members's education, protect your lifestyle, fund a major purchase or create your legacy. Whatever your goals, he can help. This is the essence of his approach to wealth management. Specialties: Customized Investment Portfolios, Retirement Planning, Estate and Wealth Protection Investment Advisor, Vice President and Associate Portfolio Manager RBC Dominion Securities May 2003 – Present (11 years 2 months) Michael is a Chartered Financial Analyst (CFA) - one of the most prestigious designations in the world of finance - and has been involved in the investment industry since the early '90s. Fortunate to have lived and worked in such countries as Scotland, England, the Philippines, Singapore and Czech Republic, he possesses a unique perspective about the importance of investing internationally that shapes the portfolios he builds for clients. Investment Advisor CIBC Wood Gundy September 1993 – April 2003 (9 years 8 months) Prior to joining RBC Dominion Securities, Michael worked for Midland Walwyn, Merrill Lynch, and CIBC Wood Gundy (a result of industry consolidation). While employed with Merrill Lynch, Michael was fortunate to have spent some time at their training centre in Princeton, New Jersey, where he was educated on the use of investment strategies for high - net - worth investors.

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