Your partner in personalized, full-service wealth management

 From a young age, Mike Rawn developed a passion for finances and taxation, which led 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 journey began at Central Guaranty Trust, followed by studies in Actuarial Science at Western University and Accounting at Concordia University.

Mike’s approach is rooted in a commitment to serve clients at every financial level. While many advisors focus solely on high-net-worth clients, Mike has chosen to extend his expertise to those who may not traditionally receive high-level financial advice. He 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 his proudest career achievements was helping over 200 clients create personalized financial plans that gave them clarity and confidence in their financial futures. His extensive knowledge in taxation, estate planning, and holistic financial strategies enables him to deliver tailored financial solutions that support clients throughout their lifetime.

Mike’s core philosophy is to offer a comprehensive, goal-oriented program that focuses on personalized service and education for every client. With a relentless commitment to continuous learning, Mike stays ahead of the ever-changing financial landscape, ensuring his clients receive the most accurate and up-to-date guidance.

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.