A more successful investment experience,
and peace of mind for your family.
I'm Mike Bayer, a fee-for-service fiduciary wealth advisor. Are you ready to start making smarter financial decisions? Are you sure you are getting the best possible advice? A complimentary, no obligation second opinion is a phone call away.
What I do for clients
My services generally fall into the following five categories.
Beyond the portfolio
Sleep well knowing every facet of your financial life is covered. The value I bring to my clients goes well beyond choosing and managing the right investments.
I can look into every aspect of your financial picture, from insurance to trusts, taxes and business valuations. I can study all forms of risk in your portfolio, and then help you discover more ways to make the most of your money and your life.
My commitment to you
- Act in your best interests
- Prudently manage your financial risks
- Properly diversify your investment portfolio
- Educate and provide you with choices
- Maintain emotional discipline
- Keep costs down and reduce expenses
- Take a comprehensive approach
- Deliver a high level of service and regular contact
In the press
- Canadian funds get an F for feesFinancial Post
- Why benchmarks aren't part of upcoming fund disclosure rulesThe Globe and Mail
Get a confidential second opinion
Are you sure you are getting the best possible advice? The second opinion is complimentary, with no obligation.