Portfolio management to build your retirement assets and generate retirement income.
Income replacement in the event of a disability, critical illness or loss of life.
Asset structure and transfer strategies that minimize taxation on assets at passing.
I am here to take away the burden of managing all components of a financial plan on your own, allowing you to spend time on the things that matter, like your family, travelling, or a favourite hobby.
To do this effectively I work with a team of tax specialists and investment professionals who assist me in customizing the wealth management strategies for my clients.
The strategies are customized to your situation. No off-the-rack planning here. And since customization requires a higher degree of collaboration, you will hear from me often.
Mike Sukhram is a financial advisor in Mississauga serving clients in the GTA, Oakville, Brampton, Etobicoke, Toronto, and Burlington areas. He specializes in investments and insurance strategies to help professionals, executives and business owners with their retirement plans.
We can make better financial plans when we are on the same page - literally!
A bird's eye view of your entire financial situation allows us to have better discussions and outcomes.
We build a custom Asset-Map report for all of our clients and use it throughout our interactions to make sense of priorities, intentions, gaps, and improvement areas.
Your Asset-Map is a visual financial planning experience that helps us to make more informed decisions about your future.
Answer a few questions and receive a plan in 5 minutes.