Michael Rossen, BSc, MBA (Finance)

I have come full circle in my professional career, going back to my roots; working with an independent firm, focusing on one of my core values, maximizing client satisfaction. I started with Merrill Lynch Canada back in 2000. Shortly thereafter, in 2002, it merged with CIBC Wood Gundy. After 17+ years with the bank, I moved my business to Leede Jones Gable Inc., a growing, forward thinking independent firm, and focusing on client satisfaction first; unlike large corporations which focus on their bottom line.

With an ever changing world, a busy personal schedule and a complex set of investment choices, people today have less time available to analyze how best to invest their life savings. What they require is someone who can simplify the process, to ensure their future financial needs, goals and dreams are met. Whether you are a novice investor, or an experienced trader in equities, our team can help provide insight into how your portfolio should be structured moving forward.

My specialties include focusing on creative solutions for clients, along with Wealth Management, Insurance, Tax-advantaged strategies, Risk Management and Retirement Planning. I provide customized solutions tailored to my client’s needs, primarily focused on mid and large cap equity-based portfolios, but also diversify into convertible debentures, preferred shares and microcaps. I employ a combination of fundamental analysis, economic cycles, technical chart analysis, and as well as in depth research to make investment selections. I am licensed in both securities (including options trading) and insurance in multiple jurisdictions. I provide services to affluent individuals, corporations and charities.

I look forward to hearing from you, and helping you and your family have peace of mind, knowing your financial concerns are being carefully monitored and adjusted as the markets and your personal situation changes over time.

In my spare time, I enjoy spending time with friends, family, volunteering, golfing, and going for long walks.