Mike White

Regional Financial Planner, CU Wealth Essentials

IIROC Advisor Report

Mike has more than eight years of experience in financial services, specializing in cash flow planning and goal planning. In his role, Mike leverages technology to provide young professionals access to expert advice from anywhere in the world. He started working in the industry because of a drive to help people reach their goals — whether it be buying a new home, paying off debt, saving for retirement or reaching financial freedom. Helping someone take the first steps to reach their goals and watching them reach major milestones throughout their life is what he loves most about his job.

Outside of work, you can find him reading a book on personal or professional development, going to the gym, camping and exploring the beautiful trails of Newfoundland. 

Based out of: Corner Brook, NL

Causes: LGBTQ2+ rights and green energy initiatives

Financial Planning Tip: Pay yourself first, automate your saving strategies and set goals. Every large accomplishment is made up of many small steps — the most important decision you can make is taking that first step towards reaching your goal.