Your partner in personalized, full-service wealth management

At a young age, Mike Rawn developed a passion for finances and taxation, leading him to pursue a career in the financial services industry. With over 30 years of experience, Mike has dedicated himself to helping clients achieve financial clarity, confidence, and peace of mind.  His professional journey began at Central Guaranty trust, followed by studies in Actuarial Science at Western University, and Accounting at Concordia University. 

While many advisors focus solely on high net-worth-clients, Mike has chosen to extend his expertise to those at every financial level. He also believes that no stone should be left unturned when developing comprehensive financial plans for families, ensuring every financial detail is accounted for — from investments and taxes, to insurance, wills and mortgages. 

One of Mike’s proudest career achievements has been helping over 200 clients create personalized financial plans, providing clarity and confidence in their financial futures. His extensive knowledge of taxation, estate planning and holistic financial strategies enables him to deliver tailored financial solutions that support clients throughout their lifetime. 

Mike’s philosophy incorporates personalized education along with service. With a relentless commitment to continuous learning, Mike and his clients can stay ahead of an ever-changing financial landscape.

Outside of work, Mike is an active member of the Durham Region community, volunteering his time with various sports teams and charity organizations. His dedication to helping others extends far beyond financial planning — he is always ready to support those in need. Whether it's assisting clients with retirement planning or providing financial literacy to the community, Mike takes pride in being a resource and advocate for positive change.