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

Background

 

MICHAEL GODFREY
Hon. B.Sc., CFP, CLU , CHS

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

Company 

Godfrey Wealth Management Inc. consists of a team of professionals dedicated to providing the best available financial advice and ongoing services in the marketplace

For over 22 years, the company has been providing service and consultation to clients in the  Simcoe-Muskoka area.

We have access to:

  • 95% + of advisor based investment funds
  • Numerous insurance carriers for employee benefits & estate planning
  • Support staff specializing in estate, tax & legal issues

Operating Principles

  • I only operate in the best interest of my clients
  • I only recommend what I would purchase/endorse myself
  • I provide the best product, pricing and service solutions to meet my client’s objectives
  • I provide my clients with the best 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

  • @rgentum Management & Research Corp.
  • Acuity
  • AGF Group of Funds (incl. Harmony)
  • AIC
  • AIM/Trimark Mutual Funds
  • Altamira
  • Avenue Financial
  • Beutal Goodman
  • Brandes Investment Partners & Co.
  • Burgeonvest Securities Limited
  • Caldwell Investment Management Ltd.
  • Cartier Mutual Funds
  • Chou Associates Management Inc.
  • ClaringtonFunds Inc.
  • Counsel Group of Funds Inc.
  • CI Mutual Funds Inc.
  • CIBC Mutual Funds
  • CIBC World Markets Inc. (FULPaY)
  • CM Investment Management (Renaissance)
  • Desjardins Investment Management Inc. (Maestral)
  • Dominion Equity Resource Fund Inc.
  • Dundee ( Dynamic & Power ) Funds
  • Elliot & Page Limited
  • Ethical Funds Ltd.
  • Evolution Funds Inc.
  • Excel Funds Management Inc.
  • Fidelity Investments Canada Limited
  • Franklin Templeton Investments Corp.
  • Freedom 55 Financial
  • Guardian Group of Funds Ltd.
  • Great-West Life
  • Hartford Investments Canada Corp.
  • HSBC Investment Funds (Canada) Inc.
  • Industrial Alliance Mutual Funds
  • ING Investment Management Inc.
  • Legg Mason Canada Funds
  • London Life Investment Management
  • Mackenzie Financial Corporation
  • Manulife Financial
  • Mawer Investment Management
  • Mavrix Fund Management Inc.
  • McLean Budden limited
  • Meritas Financial Inc.
  • Middlefield Mutual Funds Limited
  • Millennium Bullion Fund
  • Northwest Mutual Funds
  • Phillips Hager & North Investment Management Ltd.
  • Putnam Investments Inc.
  • Quadrus Group of Funds
  • Resolute Growth Fund
  • RBC Funds Inc.
  • Saxon Mutual Funds
  • Sceptre Investment Counsel Limited
  • Scotia Securities Inc.
  • Sentry Select Capital Corp.
  • Sprott Asset Management Inc.
  • Standard Life Mutual Funds Ltd.
  • Stone & Co. Ltd.
  • Sun Life Financial
  • Talvest Fund Management
  • TD Asset Management Inc.
  • Zenith Management & Research Corp.