Meet Michael Noc, BBA, CLU ChFC, CFP, HollisWealth Insurance Agency Ltd, in this video, click here.
I may be new to the Elevate Wealth team, but I have been an insurance specialist for a long time… since 1988. I started back at London Life, and became an independent Insurance Advisor in 1997. Joining Andrew, Mike, Rob and the Elevate Wealth team, is a welcome and exciting transition for me. We are four strong individuals with a shared vision of providing the best financial solutions for our clients. This is a great community for me and my clients.
I am bringing to the team a renewed commitment to providing insurance solutions to professionals and incorporated business owners. The fact that I’m a business owner myself, with three children in their late teens, means that I can relate to the issues that affect modern families.
Insurance can be the answer to some of these important questions facing business owners:
“How do I preserve the wealth I have accumulated?”
“How do I protect my business for the future?”
“How do I plan for smooth estate transition if something were to happen to me or my spouse?”
Rest assured, we are working together leveraging our individual strengths for you. As a Chartered Life Underwriter and a member of CALU (Conference for Advanced Life Underwriters), I have my ear to the ground on new initiatives in the industry.
Insurance products are provided through MTM Wealth Management Ltd. and HollisWealth Insurance agency Ltd.