Verified recordFinancial Services

Michael Holden

Managing Partner at Elevate Wealth Management

Based in Vancouver, Canada

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Seniority

C-Team

Department

General Business & Management

Location

Vancouver

Industry

Financial Services

Company size

5

Contact information

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Email

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m•••••••@elevatewealthmanagement.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Michael Holden

Mike is a natural innovator. His entrepreneurial mindset, and his straightforward and goal-oriented style has enabled him to develop many of Elevate Wealth's creative solutions. His forte is analysing and improving financial strategies. He is singularly focused on enhancing benefits to clients, whether that means expanding their net worth, reducing the risk in their portfolio, or reducing their tax burden. Mike’s journey as a financial advisor began when he joined Great Pacific Management in 1991 (Great Pacific was acquired by Cartier Partners and later by DundeeWealth/HollisWealth). He has augmented his Bachelor of Commerce degree from the University of British Columbia with designations as a Chartered Investment Manager, Fellow of the Canadian Securities Institute, completed his Level 1 and Level 2 Life Insurance Agent courses, and the Certified Insurance Practitioner Program Level 4. Mike has become recognized for his strategic vision in financial services by crafting one of the most efficient investment teams in the country. His connection to family and community are integrated into his business vision. A true west coast businessman, he hails from North Vancouver, and is rarely spotted wearing a tie.

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