Mike Waller

Portfolio Manager

Mike grew up in Kelowna where his family opened Lakeside Pharmacy in 1971. After completing high school at Mount Boucherie Mike went to Ottawa for university where he attended and graduated from Carleton University in 1988.
While attending university, Mike met his wife, Lynn. After finishing university Mike entered the financial services industry in 1988, in Ottawa.
While Ottawa is a beautiful city, after growing up in Kelowna, winter seemed a little excessive in the nation’s capital. Therefore, relocation back to Kelowna was in order, so in 1990 Mike and Lynn moved to Kelowna.
Mike continued to grow his practice and raise his family with Lynn in Kelowna.
First, he was blessed with a daughter named Samantha and soon after a son named Cameron. Now his family continues to expand in Kelowna with the arrival of his granddaughter Eastyn in 2022. Mike has continued to work on educating himself.
He completed his CLU® (Chartered Life Underwriter) designation in 1998, in 2000 received his Certified Financial Planner designation (CFP®) and in 2016 Mike completed his CIM® (Chartered Investment Manager®).
Beyond this Mike usually spends 40 to 60 hours per year in seminars and continuing to update his financial planning knowledge.
Mike’s focus for his business is comprehensive financial planning with wealth management, retirement and estate planning being his specialties.