MICHAEL EREZ CPA, CGA, CFP®
VICE PRESIDENT, DIRECTOR,
ODLUM BROWN FINANCIAL SERVICES LIMITED
Mike is Vice President, Director, Odlum Brown Financial Services Limited, a wholly owned subsidiary of Odlum Brown Limited, offering retirement and estate planning, tax planning, and risk management using insurance products.
Mike joined Odlum Brown Financial Services Limited in 2008 after working at one of Canada’s largest accounting firms. He enjoys providing advisors and their clients with up-to-date tax and personal finance information and helping clients to identify risks and opportunities in pursuit of their financial, retirement and estate goals.
Mr. Erez holds the Chartered Professional Accountant (CPA), Certified General Accountant (CGA) and CERTIFIED FINANCIAL PLANNER® designations.