During the 2008 financial crisis, Michael learnt that a close family member had panicked and sold her entire portfolio close to the market bottom. As a young investor himself, Michael worked with her to help find professional advice that catered to her investor temperament. The advice she received had a powerful impact on her financial well-being and this experience was all Michael needed to set out on a career in wealth management. Michael would go on to work with hundreds of BMO Nesbitt Burns Advisors in a consulting and training capacity, and was ultimately recruited to 5i Research, an equity research firm, as an Analyst where he was mentored under well-known Canadian growth manager, P