Portfolio Manager, Director Private Clients Group @ HollisWealth - A Division of Scotia Capital and HollisWealth Insurance Agency Lt (November 2015 - July 2017)
Senior Financial Advisor @ HollisWealth - A Division of Scotia Capital and HollisWealth Insurance Agency Lt (March 2012 - July 2017)
Asset Preservation and Business Planning Division @ (March 2012 - July 2017)
Financial Advisor @ (January 2006 - May 2012)
Financial Advisor @ Berkshire Securities (January 2006 - January 2008)
Michael Sanson Education
Wilfrid Laurier University
HBBA (Specialized Finance)
1998-2002
Michael Sanson Skills
Estate Planning
Financial Advisory
Business Succession
Restructuring
Financial Planners
Pensions
Cash Flow
Tax Planning
Insurance
Retirement Planning
Financial Planning
Business Restructuring
Wealth Management Services
Portfolio Management
Business Expansion
Critical Illness
Investments
Business Development
Finance
Investment Advisory
Asset Allocation
Cash Flow Management
Financial Services
Wealth Management
Mutual Funds
Discretionary Portfolio Manager
Strategic Financial Planning
High Net Worth Individuals
Investment Strategies
Entrepreneurship
Corporate and Trust Planning
Risk Management
Asset Management
Financial Analysis
Wealth
Succession Planning
Small Business
Coaching
Retirement
Securities
Investment Management
Michael Sanson Summary
Michael Sanson, based in Oakville, ON, CA, is currently a Portfolio Manager, Senior Financial Advisor at Manulife Wealth. Michael Sanson brings experience from previous roles at HollisWealth - A Division of Scotia Capital and HollisWealth Insurance Agency Lt, Mangrove Wealth Group and Manulife Securities. Michael Sanson holds a 1998 - 2002 HBBA in Specialized Finance @ Wilfrid Laurier University. With a robust skill set that includes Estate Planning, Financial Advisory, Business Succession, Restructuring, Financial Planners and more. Michael Sanson has 2 emails and 1 mobile phone numbers on RocketReach.
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