Certified Financial Planner
Michael is founder and Senior Partner of Wolfond Financial. He sets the standard that makes the team a leader in financial serviced industry.
With more than 25 years of experience in the financial services industry, Michael is a recognized financial commentator for conferences, seminars and has made over 200 appearances nationally on CBC and CTV television.
Michael has a broad range of expertise covering all aspects of financial planning. He is a Certified Financial Planner and a member of Advocis.
Certified Financial Planner
Susan joined the team in 1991 and became Michael’s first Partner in 1998. She focuses on clients setting goals and achieving them through her guidance on income tax, investing, estate and retirement planning.
As a Certified Financial Planner and member of Advocis, Sue strongly believes in continuing education.
She has completed the Canadian Securities course and is currently working toward her Chartered Life Underwriter (CLU) designation.
CA, Chartered Accountant
Doug joined the team as a Partner in 2000. He is a Chartered Accountant and holds a Bachelor of Administration degree. Doug has also completed the Canadian Securities course.
He brings 24 years of experience in public accounting, small business, corporate financing and corporate restructuring. He has also held senior positions with several publicly traded companies.
Certified Financial Planner
Certified Financial Divorce Specialist
Natasha has been a Partner since 2005. She manages the insurance division with a focus on our clients Personal Life, Critical Illness and Long Term Care.
She will customize a corporate and business solution to suit any business. Her goal is to guide and direct clients to achieve their personal financial objectives and independence.
As a Certified Financial Planner and committed member of Advocis, Natasha believes in continuing education. She completed the Canadian Securities course and the Certified Financial Divorce Specialist. Natasha excels in an ever changing industry.
Personal Financial Planner
Kevin joined the team in 2007 and became a partner in 2009, He is a Personal Financial Planner and has completed the Canadian Securities Course.
With 11 years experience in the Financial services industry, mostly spent with TD Canada Trust, Kevin is an outstanding addition to our team.
