Michael Bonomo, BComm

Certified Financial Planner, AKA Chief “Options” Officer

Investment Funds Advisor with Investia Financial Services Inc.

I believe it’s important to look at multiple scenarios, so you have “options”. I’m a pattern reader and love to stay up to date on current events to understand the financial implications. As a type A, I understand the personality of professional service providers and support their growth.

Talk To Me About

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Risk Management & Insurance

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Financial Planning and Investments

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Employee Benefits

Achievements and Accreditation

CIM (in progress – Chartered Investment Manager)
Highly qualified to manage money on a discretionary basis for an increasing number of sophisticated clients.

CFP (Certified Financial Planner)
Adhere to internationally recognized professional standards of competence and ethical practice as set in Canada by the Financial Planners Standards Council.

RIS (Responsible Investment Specialist)
Provides practical knowledge of Canada’s responsible investment (RI) marketplace. It equips investment professionals with the knowledge they need to discuss environmental, social and governance (ESG) issues with Canadian investors.

CEBS (Certified Employee Benefit Specialist)
The premier designation in benefits and pensions, considered the standard of excellence in the industry.

GBA (Group Benefits Associate)
A specialty designation focusing on life and health care and other group benefits.

RPA (Retirement Plans Associate)
a specialty designation focusing on all aspects of retirement plans

Courses Completed

CSC (Canadian Securities Course)
Industry benchmark and licensing requirement to deal in securities, mutual funds and alternative funds.

LLQP (Life License Qualification Program)
Industry benchmark and licensing requirement to deal with life insurance, accident and sickness insurance, segregated funds and group benefits.

Advanced Certificate in 3H Financial Planning
The emphasis on 3H Financial Planning – Holistic Financial Planning, Human Behaviour and Honesty and Ethics

My Unique Abilities

Strategize – get as many specifics as possible

Assess – thoughtfully make improvements as required

In My Free Time

You'll Find Me...

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At the gym. The apple doesn’t fall far from the tree I get my fitness gene from both my Dad and Uncle

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Geeking out on research –finance, fitness or whatever else strikes my interest

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Spending time with friends and family