CPA, CMA - Past President, Ward & Uptigrove Wealth Management
Mich has over 25 years of accounting, financial planning, and leadership experience. After completing a Business of Administration degree in Accounting from Lakehead University in 1989, Mich worked as an accountant with a national firm before joining Ward & Uptigrove in 1992. In 1994, he moved to the financial planning division, UMA Financial (former name of W&U Wealth). Mich obtained his CMA designation in 1995 and CFP designation in 1998.
In 1999, the company expanded by creating a financial service platform for independent Chartered Accounting firms and Mich became the President of Independent Accountants Investment Counsel Inc. (IAIC) (TriCert Investment Counsel Inc. – www.tricert.ca). Mich retired from IAIC (TriCert) in 2012 to concentrate his efforts solely on W&U Wealth and its client base.
In his roles at W&U Wealth, Mich provides professional financial, wealth, and estate planning advice to a wide array of clients.
Ward & Uptigrove