In addition to our highly qualified in house team, Lighthouse Private Wealth benefits from exclusive access to advanced project specialists that enable us to address the needs of even the most complex client situation. Through our access to industry leading specialists, we are able to ensure that the advice that we provide to our clients is well thought out, and that the implementation is smooth and efficient.
Private Wealth Counsellor
Certified Management Accountant
Chartered Financial Analyst
Michael is an experienced financial leader with more than 20 years of professional investment experience. He has the unique experience of having worked with both institutional (pension, endowment and foundation funds) and high net worth retail investors. His background includes corporate finance, consulting, investment management and advising roles.
Michael joined Great-West Life in 2013 as a Private Wealth Counsellor providing support to a select group of advisors and firms. He brings extensive experience in the financial planning industry to the organization’s clients and advisors. He provides assistance to the financial planning team at Lighthouse Wealth Management in delivering value-added knowledge and service to our clients and
Michael has completed a Certified Management Accountant (CMA) and Chartered Financial Analyst (CFA) designation. He has also completed the Canadian Securities Course, Conducts and Practices, Canadian Insurance Course and Wealth Management Essentials.
Director, Advanced Sales Support, Insurance
Great West Life/London Life/ Canada Life
Milan is Director, Advanced Sales Support, Insurance for the London Life Insurance Company, Great-West Life Assurance Company, and Canada Life Assurance Company (which are all part of the Power Financial Group of Companies) where he provides tax and estate planning support to the Tax and Estate Planning Group Consultants.
Previously, Milan was a Senior Manager providing tax and estate planning services to High Net Worth planners and advisors with TD Waterhouse; and to an accounting and advisory firm in Hamilton-Niagara. For more than a decade Milan was the Vice President Tax & Estate Planning and Senior Counsel, with a private mutual fund company and its affiliated securities and mutual fund dealers in Burlington, Ontario.
Milan has extensive experience in tax and estate planning issues for owner-managers of closely held private companies as well as senior executives and key employees.
Born and raies in Sudbury, Ontario, Milan received his B.Sc. in 1980 from the University of Guelph, his LL.B. from the University of Ottawa in 1984, and his LL.M. from the University of Miami (Florida) in 1996 in Taxation. Milan was called to the Ontario bar in 1986.
Milan is an advisor and author of reference materials on taxation to the Law Society of Upper Canada’s Professional Development and Competence Departments. Milan is a tax course facilitator with the Ontario Institute of Chartered Accountants. Milan was also involved with the income tax and estate planning componenets of the Bar Admission Course in Toronto since 1990, and the Seneior Lecturer in Tax for Business Law at the Bar Admission Course in Toronto from 1998 to 2005.
Advanced Case Tax & Estate Planning Consultant
Chartered Accountant, Tax & Estate Practitioner
Great West Life
Dan began his career with KPMG LLP, where he worked actively as a tax professional from 1988 to 1996. In 1996, Dan made the move to work with Metropolitan Life as their manager of advanced markets, helping to develop advanced tax planning strategies that made use of the unique tax characteristics of life insurance products. Two years later, Dan was given the opportunity to become part of the Advanced Tax and Estate Planning team at London Life/Great West Life where he remains today. Dan is an expert in the specific requirements and tax considerations of advanced estate planning strategies and corporate asset extraction strategies. Dan works with a select group of advisors providing support where needed in advanced planning cases.