Michael Tyler, CFP®, FMA®, Investment Planning Advisor, Manitoba Region, CDSPI Advisory Services Inc.

Current role
Michael Tyler joined CDSPI Advisory Services Inc. in 2017 as an Investment Planning Advisor for the Manitoba Region, providing expertise in financial wealth management solutions exclusively for the needs of dental professionals. He provides dentists with comprehensive financial planning advice that addresses their personal and professional considerations in the areas of tax, retirement, estate, investment and wealth transfer.

Experience

Michael offers CDSPI Members a wealth of experience, having worked in the financial services industry for over 20 years.  He has spent most of his career serving high net worth individuals. Michael draws on his previous experience providing advice to medical professionals and their families, and is well versed in financial planning strategies for the incorporated and high net worth professional.

Whether in a one-on-one or large group setting, Michael excels at delivering complex financial planning advice and strategies that are easy to understand and practical. To compliment his industry experience, Michael holds both the Certified Financial Planner® (CFP®) and Financial Management Advisor (FMA) designations.

 

Outside of work
Outside of work, Michael is the proud parent of one daughter, and is a former jazz and classical musician. He continues to pursue these genres of music as a hobby, and is committed to sharing his passion for them with his daughter, who is a talented singer.

 

Check out some videos, featuring Mike:
In Conversation with Dentists at Every Age and Stage, Part 1 – Practising
In Conversation with Dentists at Every Age and Stage, Part 2 – Transitioning to Retirement
In Conversation with Dentists at Every Age and Stage, Part 3 – Retired
Podcast: Plan Early to Secure Your Financial Future

 

Contact Me

  • I’m looking forward to speaking with you. I will be in touch shortly.