Mike Poulin

Senior Financial Analyst & Insurance Advisor

Biography

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, and has been in business for 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 creating their wealth in four steps; Make it, Protect it, Spend it and Gift it all away.

Mike, a devoted family man, is married to his wife Sandra, a Medical Adjudicator at Service Canada. They have two children, twins Lauren and Scott, both University graduates in 2020. Mike has volunteered in many activities in his 25 years in Chatham, and is passionate about hockey and cycling. Mike currently volunteers for the Sick Kids Foundation, in his third year participating in the Great Cycle Challenge Canada riding 1,000km this year to help fight childhood cancer.

Mike’s Approach to Financial Planning

WHAT MIKE DOES

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. At Optimize, Mike works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.

The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Mike measures his success by how well he has helped his clients achieve their specific goals and objectives.

WHAT MIKE STANDS FOR

Mike believes that much of his successes and accomplishments to date are as a result of his beliefs and values which he stands by: honesty, persistence, teamwork, excellence, and creativity.

your-goals

Mike puts his clients’ interests above everything else to ensure that he earns their business not only at the beginning of the relationship but throughout every stage of it as well.

Optimize Wealth Management’s Investment Services

Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.

Optimizing investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Mike, along with a licensed portfolio manager from Optimize Wealth will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.

Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Mike and a licensed portfolio manager from Optimize are outlined in detail below.

As a Senior Financial Analyst & Insurance Planner, Mike helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals

Financial Planning

Financial Planning is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals in life

Investments*

We help our clients create and protect their wealth in all markets and economic conditions.

Will & Estate Planning

Estate planning is about your family and loved ones – and the inner peace you get from preserving their financial security.

Loans & Mortgages

Start looking today with the confidence that we will be with you every step of the way to make your homeownership dreams a reality.

Insurance Solutions

Sometimes in life, keeping it simple is the best way to go. Let us show you how to protect what matters most to you while keeping your costs well in check.

Tax Planning

You work hard for your money and you deserve to keep as much of it as possible. Work with us to optimize your tax return and we’ll show you how.

*Disclaimer: Will preparation, tax preparation and financial planning provided by Mike Poulin; All investment advice and registerable activity provided by a licensed Portfolio Manager of Optimize Inc.

Learn More About Our Portfolio Management Team

mike-poulin

If you are looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Financial Planner is always ready to take that step with you and design a financial plan specific to your particular goals and objectives.

NEED FINANCIAL PLANNING ADVICE? RECEIVE A COMPLIMENTARY PLAN TO ACHIEVE YOUR SPECIFIC GOALS!

Call on (866) 209-6862 x1048 or fill out the form below.

Send Mike An Email