Mike provides expert integrated personal and financial advice to ultra-high net worth Canadian families plus growing wealth creators. He focuses on developing a shared family mission for their wealth by integrating all aspects of financial, tax and estate planning and by promoting family harmony through a family’s philanthropic objectives. Mike actively supports a variety of charitable causes through The Michael and Karen Vukets Family Foundation

Having been involved in virtually all aspects of the business, James has been with the firm since 2000. These days, James is focused on working with Canada’s major chartered banks to secure for qualifying affluent individuals, private banking services and tailored credit facilities often reserved for institutional investors. Prior to joining the firm, James worked with several investment companies in the Canadian Venture Capital and Mutual Fund industries.

With a keen interest in working with women and young couples, Karlee creates goal-oriented and holistic financial plans. Along with her CFP designation, Karlee is a trained life coach and frequent speaker on philanthropic investing. Having a dual passion for business and arts, Karlee serves as the Executive Director of The Michael and Karen Vukets Family Foundation partnering with initiatives that focus on improving arts, education, and healthcare.