| Responsible for one of Canada's leading family wealth management groups, Michael Newton has the expertise necessary to resolve the unique challenges that clients may have; and delivers his services at the level of highest professional quality. Michael develops comprehensive financial plans to help each of his clients achieve their long-term goals. As part of this plan, he covers the investment, insurance†, tax, and estate planning aspects of his clients' individual situations. He helps his clients determine their risk profile and takes that into consideration while structuring investment portfolios that are aimed at achieving long-term growth without undue risk.
As a Canadian Investment Manager (CIM), Michael has the current and complete portfolio management qualification available with a Canadian focus. He continues to retain the designation of Fellow of the Canadian Securities Institute (FCSI), which is awarded to industry professionals whose superior training and experience exemplify excellence, and is recognized as the highest honour in the financial services industry. Representing individual integrity and supreme professionalism, the FCSI is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. Following strong recommendations throughout the investment industry, Michael was selected to a three-person panel of "Canada's Top Advisors" and spoke at the Toronto Advisor Forum in the fall of 2006.
A graduate of The University of Toronto, Michael began his career in the financial services industry in 1992 with Midland Walwyn. In 1998, Merrill Lynch acquired the firm and Michael experienced extensive and invaluable training with Merrill Lynch, both in Canada and the US. After a few years at CIBC Wood Gundy, Michael and his team decided to move their practice to an independent and entrepreneurial firm: Blackmont Capital Inc. Michael continues to enjoy an impressive track record in the investment industry. The Newton Group has more than $150 million under management and is well known for Michael's conservative investment philosophy and emphasis on prudent portfolio diversification.
†Insurance services and products offered by Blackmont Insurance Services Ltd. |
Michael S. Newton