Extraordinary Value for All Your Financial Needs
Specializing in personalized investment counseling, tactical portfolio management, and comprehensive estate planning for successful business owners and families.
Welcome to LLC Private Wealth
We strive to add extraordinary value
At LLC Private Wealth, we specialize in investment counseling and advanced planning for successful business owners, corporate professionals, and families by taking a true wealth management approach.
We strive to add extraordinary value by helping with everything from investing, to insurance, to taxes – a holistic advice that’s truly invaluable. We build trust with each client through professional knowledge, industry experience, honest communication, unbiased advice, and a commitment to unparalleled customer service.
Expert Counsel
Holistic wealth planning tailored for executives and business owners.
Tactical Growth
Active, disciplined asset management across economic cycles.
Preservation
Estate and tax strategies designed to protect generational legacy.
Check Out Mike’s Latest Videos
Tactical Portfolio Update | October 2025
Latest market positioning, asset allocation shifts, and risk management strategies.
Monthly Market Mistakes | October 2025
Examining thematic investing pitfalls and actionable lessons for portfolio endurance.
Accessing Small Cap Opportunities
Unlocking growth potential in Canadian venture and small-cap investment landscapes.
We are here for you and any questions you may have!
Latest News & Articles
Our articles are entertaining, instructive and actionable.
Dollar Value Turnover
Dollar Value Turnover in the Canadian venture markets has cooled over the last few months – approximately $12.7B worth of stock was traded in Q2...
Navigating Canada’s Economic Landscape in 2026
As Canada approaches Canada Day, the economic outlook presents a complex picture for investors. The Bank of Canada has maintained its policy rate at 2.25...
Cash is Optionality
In large-cap investing, holding cash is often framed as a bearish call — you’re expecting a drawdown or waiting for valuations to reset. Cash in small caps plays a crucial role...