The Mike Poulin Group

About Mike

Mike is a maritime boy who loves to help people in many ways – his calling to personal finance turned from hobby to career at age 35. Mike graduated from the University of New Brunswick in Business (BBA, 1984) and Forest Engineering (BScFE, 1983). Mike has entrepreneurial tendencies and thought processes. He has been in the financial business for over 25 years, receiving his diploma from the Canadian Institute of Financial Planning in 1998. Mike has a demonstrated past of helping clients achieve their goals in the financial services industry and teaches people to think about their wealth in four basic themes.

Make it, Protect it, Spend it and Gift it all away.

Mike, a devoted family man, was married to his wife Sandra, a Medical Adjudicator at Service Canada, before she passed away in early 2021. They have two children, twins Lauren and Scott, both University graduates in 2020. Lauren will finish her Masters in Criminology in 2022. Scott started a career in real estate in late 2021.

Mike has volunteered in many activities in his more than 25 years in Chatham, and is passionate about hockey and cycling. Mike currently volunteers for the Sick Kids Foundation, going into his fifth year in 2022, participating in the Great Cycle Challenge Canada riding appropriately 1,000km again this year to help fight childhood cancer.

The cornerstone of the Mike Poulin Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.

Mike provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Nick Cup is the Portfolio Manager who advises and manages client investment accounts, while Mike helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*. 

*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.

Please know that Mike Poulin is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.