Mike Baker, CFA, FEA

Vice President, Portfolio Manager

Contact

Bio

Mike Baker joined Leith Wheeler in 2016 with over 20 years of experience as a trusted advisor to wealthy families and not-for-profit clients. Most recently, Mike spent a decade with the Toronto office of a large, multinational investment firm where in addition to his client responsibilities, he was a member of the Investment Strategy and International Investment committees.

Mike graduated from the University of Western Ontario with a joint degree in French and Economics. He holds the Chartered Financial Analyst and Family Enterprise Advisor (FEA) designations, and is a member of CFA Society Toronto.

In obtaining the FEA designation, Mike doubled down on his commitment to working in a multi-disciplinary setting with clients’ other professional advisors. With his combination of technical education and experience, he is uniquely able to help both foundations and families successfully transition their wealth and stewardship to the next generation.

Details

Office

Toronto

Direct

416-646-8242

LinkedIn

Contact Mike Baker