My mission is to help clients reach their financial goals through flexible and comprehensive plans for all cycles of life.

About

 

Godfrey Wealth Management Inc. was created with the belief that a business should be a vehicle to minimize human suffering. When financial pressures are eliminated, through expertise and counseling, financial well-being can be achieved.

As a financial planner, I will continuously endeavor to earn the right to your business by offering professional and personalized services and advice in the marketplace.

Sincerely,

MICHAEL GODFREY
Hon. B.Sc., CFP, CLU , CHS
Certified Financial Planner
Investment Representative

  • Over 22 years experience in the financial services industry
  • Specialized in retirement and estate planning
  • Chartered Financial Planner (CFP) designation
  • Chartered Life Underwriter (CLU) designation
  • Certified Health Insurance Specialist (CHS) designation
  • Licensed provider of life, disability income and critical illness insurance, employee benefits, mutual funds and securities
  • Member in good standing of Advocis, The Financial Advisors Association of Canada, and the Financial Planners Standards Council of Canada (FPSCC)
  • Actively involved in community sports and charities

Company 

I'm dedicated to providing the best available financial advice and ongoing services in the marketplace.

For over 22 years, I've provided service and consultation to clients in the Simcoe-Muskoka area.

I have access to:

  • 95% + of advisor based investment funds
  • Numerous insurance carriers for employee benefits & estate planning
  • Through Freedom 55 Financial, experts who specialize in estate, tax and legal issues

Operating Principles

  • I only operate in the best interest of clients
  • I only recommend what I would purchase/endorse ourselves
  • I provide product, pricing and service solutions to meet client’s objectives
  • I provide clients with solutions at the lowest net cost and the highest value
  • I provide solutions to financial planning problems through exclusive distribution of financial services

Companies Represented

Insurance products:

  • The Great-West Life Assurance Company
  • London Life Insurance Company

Mutual funds:

  • Aegon Fund Management Inc.
  • AGF Funds Inc. (Harmony Pools)
  • AGF Investments Inc.
  • BMO Investments Inc.
  • Bridgehouse Asset Managers
  • Bullion Management Services Inc.
  • Capital International Asset Management Inc.
  • Chou Associates Management Inc.
  • CI Investments Inc.
  • CI Mutual Funds
  • CIBC Asset Management Inc. (Renaissance)
  • IA Clarington Investments Inc.
  • Connor Clark & Lunn Investment Management Ltd
  • Connor Clark & Lunn Private Capital Ltd
  • Counsel Group of Funds Inc.
  • Dynamic Mutual Funds Ltd.
  • EdgePoint Wealth Management Inc.
  • Excel Funds Management Inc.
  • Fidelity Investments Canada ULC
  • Fiera Sceptre Inc. 
  • First Asset Investment Management Inc.
  • Franklin Templeton Investments Corp.
  • Front Street Capital
  • Invesco Canada Ltd.
  • Mackenzie Financial Corporation 
  • Mackenzie Financial Corporation - RDSP
  • Manulife Asset Management Limited
  • Marquest Asset Management
  • Mawer Investment Management Ltd.
  • Meritas Mutual Funds
  • Middlefield Mutual Funds Ltd.
  • National Bank Investments
  • NEI Investments
  • NexGen Financial
  • Quadrus Group of Funds
  • RBC Global Asset Management Inc.
  • ROI Capital Inc.
  • Russell Investments Canada Ltd.
  • Scotia Securities Inc.
  • SEI Investments Canada
  • Sentry Investments Inc.
  • Sprott Asset Management Inc.
  • Standard Life Mutual Funds Ltd.
  • Stone & Co. Ltd.
  • Sun Life Global Investments (Canada) Inc.
  • TD Asset Management Inc.
  • Value Partners Investments Inc.