Meet Mike Robinson, CIM
Principal | Lead Advisor
Mike Robinson is the founder of Signature Financial
Security, and has been its principal advisor ever since.
After completing his investment finance degree, Mike joined the investment industry in 1998. He started out working with two of the big Canadian firms and quickly noticed that companies
weren’t operating the way he was taught to in school. It didn't take long for Mike to realize that the reason why is because they were focused on selling financial products, not focused on meeting clients goals.
Mike founded Signature Financial Security in 2006 with this exact goal in mind, helping clients meet their objectives. He focused on harnessing his passion, knowledge and experience to provide clients
with the caliber of advice they deserve. While the banks and brokerage
companies focus on providing product, Mike provides plans that help people achieve their goals.
Throughout his near three decades of experience in the industry, Mike has learnt a few things along the way that he feels are critical to financial success:
- An investment plan is not wealth management. It is simply a component of wealth management.
- Wealth management is completely comprehensive and designed to achieve specific goals. How do you know if an investment is a good idea if it’s not in the context of a plan? That's why it's critical that the plan comes first.
- The people managing clients investments need to be partners. It’s the only way to ensure accountability and transparency.
- People make mistakes when there’s an information vacuum. People achieve their goals when they have the information they need in order to make good decisions about their wealth. Accountability and transparency from financial institutions is critical for people to meet their goals.
Since founding Signature Financial Security in 2006 Mike has successfully worked with dozens of entrepreneurial and affluent families to
identify their overall financial objectives, develop a wealth management plan
to meet those goals and create investment plans that execute the plan. He is a Chartered Investment Manager (CIM) through the Canadian Securities Institute.
When not working, Mike spends time with his wife
Mireille and daughter Melody. They enjoy the outdoors, camping, hiking, golfing together, and even playing squash. Mike is also a culinary enthusiast who enjoys hosting and entertaining at his home with great food
and wine. When he's not spending time with family or entertaining guests with delicious meals, Mike enjoys his free evenings reading a great book.