The Michael O'Gorman Group
Michael O'Gorman
Wealth Planner
Milton, Ontario
About Michael
After working several years in the industry including a stint as a Canada Revenue Auditor, Michael established his accounting practice in 1990 to help businesses and people in Milton to minimize their taxes and maximize their profits.
Michael attained the Certified Financial Planner designation in 2004 so that he could provide further assistance to his clients by offering financial planning services.
As a Certified Financial Planner, Michael can offer objective, integrated, and comprehensive planning advice to help individuals and families achieve their financial and retirement goals.
Optimize's Approach to Wealth Management
The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.
For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.
The cornerstone of the Michael O'Gorman 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.
Michael 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. Adam Newsome and Cesar Cossio are the Portfolio Manager and Associate Portfolio Manager who advise and manage client investment accounts, while Michael 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 Michael O'Gorman 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.
Contact
michael.ogorman@optimize.ca
905-878-1258
Office Location
The Michael O'Gorman Group
Nick Cup
Portfolio Manager
Harris Whiting
Associate Portfolio Manager