How many people manage your investments, your insurance, your tax planning?

Does your bank change the representative assigned to you every year?

Do all these people talk with each other to manage your total wealth portfolio?

Chances are that there are many people managing your affairs, and that they change, and that they don't know that the other players even exist.

We are a financial services firm that specializes in comprehensive financial, estate, insurance, and investment planning. As independent wealth advisors, we are committed to providing unbiased advice when it comes to your financial services needs and we have greater access to the many wealth management tools and options available in the market place. We are family-focused and build our relationships on trust and confidence. We are your trusted wealth advisor. MTM principal Michael Noc guides a team of professional associates when building your plan for wealth management and financial peace of mind.

Michael F. Noc MTM principal

BBA, CLU, CFP®, Chartered Financial Consultant

I was first introduced to the business in 1988 when I joined London Life as a financial advisor. Since then, I've built the independent financial practice presented here. Throughout the years I have helped many people and businesses get on track to achieve their financial goals.

I am also proud to belong to the Financial Planners Standard Council, whose main duty is to make sure financial planners keep up-to-date with industry developments. As an independent member of this monitoring agency, I believe I am better equipped to act in your best interest.

My area of expertise is comprehensive financial planning for professionals and business owners. Each plan is designed individually, integrating all special circumstances and needs. Our relationship begins with a comprehensive analysis of your current situation, goals and risk tolerance. A financial plan is then designed based on our findings. Each plan is monitored continuously, and an annual review is performed to ensure you are on track.

On a personal level, I was born and raised in Vancouver and attended SFU on a skiing scholarship. I am an avid skier and golfer, and I very much enjoy spending time with my family.

Education and Professional Designations:

• Certified Financial Planner® (CFP®), 1995
  This designation is given by the Financial Planners Standards Council. The program is a six-course plan that specializes in financial planning for professionals and business owners.
• Chartered Financial Consultant (ChFC), 1995
  This designation is given by the Canadian Association of Insurance and Financial Advisors. It is an advanced three-course program in financial planning, which follows the 12-course Certified Life Underwriter program.
• Certified Life Underwriter (CLU), 1994
  This designation is also given by the Canadian Association of Insurance and Financial Advisors. It is a 12-course program in financial planning
• Bachelor of Business Administration, SFU, 1988
  This is a four-year program where I concentrated on Finance and Marketing.