The Michael Rawn Team

Michael Rawn

Senior Financial Planner

About Michael

Michael 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. 

Michael 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 estate and investment 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.

Michael 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.

The Michael Rawn Value Add

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. At Optimize, Michael 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. Michael measures his success by how well he has helped his clients achieve their specific goals and objectives.

Michael's Approach to Wealth Management

Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Michael, 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 Michael and a licensed portfolio manager from Optimize are outlined in detail below.

*Investment Advice is only offered through a licensed Optimize Portfolio Manager

As a Senior Financial Planner, Michael helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.

Contact

Location

Michael's Wealth Management Team

Daniel Chivu

Portfolio Manager

Warren MacKenzie

Head of Financial Planning