Aaron Migie
CFP, FMA, CIM
Managing Partner, Wealth Advisor

Aaron has spent more than two decades helping families, business owners, and retirees build, protect, and transition wealth.

His focus has always been on simplifying complexity and helping clients make informed financial decisions with confidence. Throughout his career, Aaron has developed a planning-driven approach that integrates wealth planning, retirement planning, tax strategy, investment management through previous CIRO registration, and estate considerations into a coordinated strategy designed around each client's unique goals.

Aaron has extensive experience helping clients navigate retirement transitions, business succession, major liquidity events, and multi-generational wealth planning.

Aaron has been recognized as a Canadian Advisor of the Year nominee and the practice was nominated for Canadian Advisory Team of the Year by Wealth Professional Canada. He has also contributed to Canadian MoneySaver Magazine and previously served as an Ambassador for the Financial Planning Standards Council.

Outside of work, Aaron enjoys spending time with his wife, Courtney, and their two children and remains actively involved in coaching youth sports and supporting community initiatives. His commitment to relationships, service, and community extends beyond his professional practice.

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