Firm Profile
Mike Hopkins
Senior Wealth Strategist
Mike has been specializing as a financial advisor in the Durham Region including Bowmanville, Courtice, Oshawa, Whitby, Ajax and Pickering, Kawartha Lakes, Peterborough, Brock & the surrounding area for over 27 years. He makes a point of becoming involved in the local community and building new relationships with potential clients. He believes that Life Insurance, Wealth Management, Wealth Creation and Tax Minimization are fundamental to achieving your financial success. Mike aims to create additional lifestyle dollars to be used both now and in retirement. Minimizing taxes, maximizing lifestyle.
"Simply the best way to find money that is being transferred away from you unknowingly and unintentionally, that can be recovered, with the lion's share being invested in your plan, to enjoy today, so that the journey along the way is a pleasant one."
Testimonial
Mike has been specializing as a financial advisor in the Durham Region for over 20 years. He makes a point of becoming involved in the local community and building new relationships with potential clients. He believes that Life Insurance, Wealth Management, Wealth Creation and Tax Minimization are fundamental to achieving your financial success. Mike aims to create additional lifestyle dollars to be used both now and in retirement. Minimizing taxes, maximizing lifestyle.
"Simply the best way to find money that is being transferred away from you unknowingly and unintentionally, that can be recovered, with the lion's share being invested in your plan, to enjoy today, so that the journey along the way is a pleasant one."
Keith Baker
"We have been clients of Mike Hopkins since 1998, and have been very satisfied with the expert financial advice that he has given us regarding our retirement planning and investing. We find that Mike goes that extra mile with regular scheduled plan review meetings: and, most importantly, can always be reached for our investment questions."
Jim and Sandra Reeves
My wife and I are very thankful to Mike Hopkins for all he has done for us over the years. Back in the early 90’s Mike became our advisor. My wife and I were raising our six children on a single income and I was getting close to retirement. We had made a few investments on our own without having success. We were mainly relying on life insurance cash value to help with any emergencies. Mike was looking after our policy's and had been working hard at becoming a Financial Advisor. He spent a great deal of time talking to and helping us free up some cash to invest. Although it was rather late in life for us we taken his advice and started investing. Mike did the leg work and we only had to supply some cash. Mike kept a close eye on the market and when changes were needed would contact us and make the necessary changes Although our investments were not very large he always made sure he spent the necessary time to explain things so we understood everything he that he was doing with our investments. Our investments grew and now at 77 years of age with the cost of everything going sky high we are still able to live comfortably. Had we not taken Mike’s advice I do not want to think where we would be today. Mike also kept in contact with us and was always just a phone call away if needed. We wish Mike all the success and we know his hard work will pay off and that he will treat everyone no matter the size of their investments with the constant attention which he has done for us...... Heather and Larry Nelson...
