Mike Bayer, CFP

Current

Independent Financial consultant at Strategic Analysis Capital Management Inc.

Past

Financial consultant at Strategic Analysis Capital Management Inc.
Financial Planner at Progressive Financial Strategy
Regional Account Manager at Ingram Micro

Account Manager at Tenet Computer Group
National Account Manager at Globelle Corp. acquired by Tech Data in May 1999

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2 more...

Education

Canadian Securities Institute
Financial Planners Standards Council
Canadian Institute of Financial Planning

Investment Funds Institute of Canada
York University
Applewood

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3 more...

Recommended

4 people have recommended Mike

Connections

186 connections

Industry

Financial Services

Websites

Mike Bayer, CFP’s Summary

Very simply, what I do is help people to manage their financial risk, so they can stop worrying about money and have some peace of mind. That is my primary goal - to help my clients to achieve the peace of mind that comes from knowing that they and their loved ones will never have to suffer from lack of financial resources.

If you are interested in learning how you can become a more successful investor please watch a 30 minute video - How the really smart money invests.

http://bit.ly/tsEnH

(you may have to cut and paste the url into your browser)

warm regards,

Mike Bayer, CFP

I know that there is widespread anxiety about the economic downturn. Many of the people I have spoken with recently are angry and feel betrayed. If you know a friend, colleague or family member who is concerned about their financial situation, please let them know I am available to help.

Contact:

Mike Bayer, CFP
Tel: 416-576-6777
mikebayer@financialstrategy.ca

Mike Bayer, CFP’s Specialties:

I specialize in global strategic asset allocation solutions and fee based financial consulting services.

Mike Bayer, CFP’s Experience

Independent Financial consultant

Strategic Analysis Capital Management Inc.

(Financial Services industry)

February 2002 — Present (7 years 11 months)

Business Approach

Mike’s approach is to bring together a team of professionals to provide you with the total financial solutions you require to help reach your overall financial objectives.

Mike believes that successful investing means not only capturing risks that generate expected returns but also reducing the risks that do not. Avoidable risks include holding too few securities, betting on countries or industries, following market predictions, and speculating on "information" from rating services. To all these, diversification is the antidote. It washes away the random fortunes of individual stocks and positions your portfolio to capture the returns of broad economic forces.

Call 416-576-6777 today to schedule an initial consultation.

Mike Bayer, CFP
Financial consultant
Strategic Analysis Capital Management Inc.

Tel: 416-576-6777 Fax: 905-567-5010
mikebayer@financialstrategy.ca
Financial consultant

Strategic Analysis Capital Management Inc.

(Privately Held; Investment Management industry)

February 2002 — 2008 (6 years )
Financial Planner

Progressive Financial Strategy

(Financial Services industry)

2001 — 2001 (less than a year)
Regional Account Manager

Ingram Micro

(Public Company; Information Technology and Services industry)

2000 — 2000 (less than a year)
Account Manager

Tenet Computer Group

(Privately Held; 11-50 employees; Information Technology and Services industry)

1998 — 2000 (2 years )
National Account Manager

Globelle Corp. acquired by Tech Data in May 1999

(Public Company; Information Technology and Services industry)

1993 — 1998 (5 years )

Mike Bayer, CFP’s Education

Canadian Securities Institute

Certificate , Canadian Securities Course , 2007

Conduct and Practices Course
Canadian Insurance Course
Financial Planners Standards Council

Designation , Certified Financial Planner , 2003

Activities and Societies:

CFP stands for Certified Financial Planner®. The CFP® registered certification marks identify individuals who are dedicated to a high level of professionalism in providing financial planning advice. The CFP credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council (FPSC).
Canadian Institute of Financial Planning

Certificate , Financial Planning , 2002

Activities and Societies:

Students who receive the CIFP Certificate in Financial Planning have fulfilled the educational requirements to obtain the internationally recognized Certified Financial Planning (CFP™) certificate mark granted by The Financial Planners Standards Council (FPSC).
Investment Funds Institute of Canada

Certificate , The Canadian Investment Funds Course , 2001 — 2001
York University

Bachelor of Arts , Sociology/Psychology , 1987 — 1992

Activities and Societies:

Research assistant - Institute for Social Research
The Institute, with almost 40 years of experience in social science, public opinion and policy research, houses the largest university-based survey research unit in Canada.
Applewood

SSHGD , 1987