Michael Kuzik, Investment Advisor
Michael was raised in Calgary. Always interested in global affairs, he graduated from Queen’s University with an undergraduate degree in International relations. Presently he is finishing up his Master’s Degree in Strategic Studies at the University of Calgary, with a particular interest in commodities. After many years in Lake Louise and Jasper, Michael and his wife Jane, moved to Canmore in 1993, looking for a small town with world class skiing, biking and hiking to raise a family.

Michael has been an advisor since 1994. After over a decade with a competing firm Michael made the move to RBC Dominion Securities in 2007, attracted in large part by their industry leadership in wealth management and the continued freedom to offer his clients the very best in equity and fixed income ideas, either through custom or managed portfolios.

Michael is currently completing the Chartered Professional Strategic Wealth Management designation. This new program, administered by the Canadian Securities Institute, is designed to be at the cutting edge of retirement planning.

Alex MacKinnon, Associate

Alex is a recent graduate that comes to us from Acadia University, where he received his Bachelor’s degree in Business Administration, with a major in finance. Alex will soon be a licensed advisor associate and will be able to facilitate securities trades for Michael’s clients. He has successfully completed the Canadian Securities Course, as well as the Conduct and Practices Handbook course, both offered by the Canadian Securities Institute. He is dedicated to offering the best client service available, and creating long lasting relationships with all of Michael’s clients.

 

He has always been interested in the securities industry, and concentrates his personal time into U.S. and Canadian equity valuation.

 

Alex embraces the mountain lifestyle, and balances his work life with a variety of outdoor activities including skiing, mountain biking, hiking & fly fishing.

Toby Dragland, CFP, Financial Planner
Toby has has been working in the financial industry since 1995, providing financial planning to high net worth individuals. He provides specific recommendations focused on each client's particular needs, including cash flow, tax strategies, investments, retirement, and insurance or estate planning. Toby works closely with Mike’s high net worth clients, and his ideas ultimately help maximize each client's situation and achieve his or her goals. His personalized report serves as a roadmap for financial decisions in the future.

Mike Macoun, CLU, RHU, Insurance Specialist
Mike employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. He has access to insurance solutions from the top-ranked insurance providers in Canada. He has acquired the Chartered Life Underwriter and Registered Health Underwriter designations and been in the insurance business since 1988.

John Simes, Will & Estate Consultant
John attended the University of Manitoba and received a Bachelor of Laws degree in 2002. Prior to joining RBC Dominion Securities John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives. John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.