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Professionals you can trust

 Starting his career in wealth management in 2006, Michael has extensive experience in both financial planning and investment strategy. Working at three of the Big Six Banks in Canada, Michael began in administrative and sales support roles. Quickly demonstrating his dedication and aptitude for the field, he transitioned into a client relationship advisory role, where he honed his skills in understanding and addressing the unique financial needs of his clients.
 
Michael is a graduate of the University of Guelph Bachelor of Commerce Honours Program. In addition to his formal education, he has earned both the Chartered Financial Analyst (CFA) and the Certified Financial Planner (CFP®) designations.

As a Wealth Advisor | Client Relationship Manager at Nicola Wealth in Toronto, Michael works to develop comprehensive wealth plans for families at all stages of their lives.

Overview

Michael Russell

Client Relationship Manager

Wealth Advisor

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


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