Team Members
Peggy LockieSr. Branch Office Administrator
Kelli JohnsonBranch Office Administrator
FINANCIAL ADVISOR
Michael P Comeau
CEPA®, MFA-P™, DFSA™
15160 Yonge Street, Suite 1, Aurora, ON L4G 1M2opens in a new window
Focus Areas
- Retirement income strategies
- Intergenerational planning
- Wealth protection strategies
- Wealth strategies
- Business owner considerations
- Charitable giving
About Michael
What's new? What's exciting? What's changed?
Our clients are familiar with these questions because I ask them at the start of every meeting. By listening to them and really understanding their answers we are better able to help them prioritize and work towards their goals.
The individuals, families, and business owners we serve are successful, long-term, goal-oriented investors. They are active participants in achieving their financial goals and appreciate the level of service we strive to provide. Areas of focus for our clients are personalized wealth transfer strategies, protection from the unexpected, tax efficiencies, and philanthropy. We look after many multi-generational families,...
Our clients are familiar with these questions because I ask them at the start of every meeting. By listening to them and really understanding their answers we are better able to help them prioritize and work towards their goals.
The individuals, families, and business owners we serve are successful, long-term, goal-oriented investors. They are active participants in achieving their financial goals and appreciate the level of service we strive to provide. Areas of focus for our clients are personalized wealth transfer strategies, protection from the unexpected, tax efficiencies, and philanthropy. We look after many multi-generational families,...
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 06:00PM |
| Mon | 09:00AM - 06:00PM |
| Tue | 09:00AM - 06:00PM |
| Tue | 09:00AM - 06:00PM |
| Wed | 09:00AM - 06:00PM |
| Wed | 09:00AM - 06:00PM |
| Thu | 09:00AM - 06:00PM |
| Thu | 09:00AM - 06:00PM |
| Fri | 09:00AM - 06:00PM |
| Fri | 09:00AM - 06:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 06:00PM |
| Mon | 09:00AM - 06:00PM |
| Tue | 09:00AM - 06:00PM |
| Tue | 09:00AM - 06:00PM |
| Wed | 09:00AM - 06:00PM |
| Wed | 09:00AM - 06:00PM |
| Thu | 09:00AM - 06:00PM |
| Thu | 09:00AM - 06:00PM |
| Fri | 09:00AM - 06:00PM |
| Fri | 09:00AM - 06:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
AuroraMore to explore
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