The Mike Rawn Group
Mike Rawn
Wealth Planner
Oshawa, Ontario
About Mike
Mike at a very young age was interested in finances and taxation. He began his financial career at Central Guaranty Trust over 25 years ago after studying Actuarial Science at Western and moving on to Concordia University to Study Accounting.
Mike with over 30 years experience in the industry has chosen to take his expertise to those who may normally not receive a high level of financial help from most institutions. He offers extensive taxation and estate solutions to all clients regardless of their net worth.
He believes in offering a comprehensive goal oriented program focusing on the highest level of service and education to all clients. Many years of client and personal experiences goes into the excellent customer satisfaction. He constantly stays abreast of the every changing financial world to offer clients the most accurate and up to date information.
Mike is an active member of Durham region volunteering his time to many sports and charity organizations. If there is anybody in need he will always be there to help.
He believes that no stone should be unturned and develops comprehensive financial plans to carry an entire family throughout their lifetime.
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 Mike Rawn 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. Patrick Bellmore 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 Rawn 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.