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What do I do?

There are a few different titles for what I do. I prefer to describe myself as a Certified Financial Planner. What does that really mean though?? Ultimately my role is help you reach your financial goals. This is done by working with you to define what's important, determining the best course of action to move you closer to your goals and keeping you on the path to achieve them. No client is the same and I pride myself on being able to adapt and cater to clients' unique situations.

How am I qualified?

Your financial security is important to me as a client. So, what makes me qualified to advise on important financial matters for you and your family? I've been helping clients achieve their financial goals for over 15 years now. Rather than focusing on products, I take my clients through a planning process with a goals-based approach. I believe this is lacking in most advisor-client relationships today, where investments are really the only matter discussed.

What's my approach on fees?

Canadians typically don't understand what they're paying in their client-advisor relationship. This is primarily due to the lack of transparency in wealth management products and often is not addressed most effectively with advisors. In my practice, I aim to ensure fees are clear to clients from the beginning. Fees for investments (managed by private investment councils) and financial planning are outlined separately so it's easier to understand what you're paying overall. Your bottom-line cost is typically less expensive than what you pay when working with bank branches as well as other financial advisors, especially those in the mutual fund industry.

Getting the service you deserve, with the advice you need, at an understandable and fair price is my commitment to you.

Services offered

  • Comprehensive Financial Planning
  • Tax planning, preparation and filing
  • Retirement Planning
  • Cash flow and debt management
  • Investment analysis
  • Risk planning and management
  • Mortgage consulting
  • Education planning
  • Estate planning
  • Business owner succession planning
  • Corporate structuring
  • Corporate tax matters

What clients are saying

B&T S - Hamilton, Ontario

Mike Travers is awesome! He is very personable and has a real passion for his work and your financial success. He has a kind heart for people and spends the time that is necessary listening to your needs and goes out of his way to help. Mike has been very helpful with advise with my dental hygiene business as well as my family’s financial and tax submission needs. One thing I want to point out is that Mike is very honest, and only gives advise regarding what is in your best interest. I highly recommend Mike Travers at Plan2bewealthy for these types of financial and tax services. He has also become a wonderful friend.

CB - Toronto, Ontario

I needed a great deal of assistance sorting through my taxes and making sense of it all. Mike was incredibly helpful and communicated clearly and often through the process. I will be using Mike's service again! Thanks Mike!

JM - Ancaster, Ontario

Mike was so patient and informative when it came to making decisions for my future. I realized I spent too many years avoiding making a move and it got to the point where I was procrastinating being a responsible adult. Mike edified my decisions and empowered me in taking to steps to financial planning. I always appreciate I can ask any question without ever feeling inadequate in my knowledge. Thanks Mike for helping me take something that seemed difficult and breaking it down so the future is now very bright.

CD & MS - Hamilton, Ontario

My Husband and I have been using Mike Travers' Financial planning services for the past three years. We are very satisfied with the results of our plan and would recommend his services to everyone.

Emily - Toronto, Ontario

Mike was very helpful with filing my taxes. Made it so quick and easy. I appreciate his work and professionalism. Thanks again Mike!

SM - Ancaster, Ontario

I have had the fortune of investing with Mike for quite some time. In all our interactions he has taken the time to ensure that my financial goals are in line with his analysis. Mike always makes himself available to address issues and provided detailed reasoning behind the advice he gives. I’d highly recommend him for your financial planning needs.

Helen & Allen - Ancaster, Ontario

Highly recommend working with Mike. He has been supporting me and my husband for years with all our financial planning needs. He is professional, highly respectful and responsive. He has been a great help to us and I have no reservations about providing a full recommendation.

Contact Me

Appointments at your home or my office, whichever you prefer. I am available during regular business hours or outside of that if need be.
Feel free to call, email using the contact info below or conveniently message me on the following form: