Michael Holland

Background

About Michael Holland

I am a long-time financial advisor and banking relationship manager with the heart of a teacher and a focus on advice. I have been highly successful in utilizing my breadth (Retail Banking, Business Financial Services & Wealth Management) & depth (everyday banking advice and management, investment planning, complex end-to-end credit, and risk protection) of experience to maximize my value to my clients who span every age and life stage along their financial journey. I have worked with individuals and business owners to accomplish their life goals and bring the best of my expertise to every interaction. From financial statement preparation and analysis to credit process engagement and oversight, advice leads every time I interact with a client. Past accreditations include mutual fund license (IFIC), PFSA program completion and Branch Compliance Officers BCO) course which have all been leveraged in a financial institution to ensure operational efficiency and maximize overall team performance. I have been a leader (officially and otherwise), a coach, a change agent and innovator but always an advisor to my clients!