Mike Kidney, CFP, CLU, CHS, CIM, TEP
Certified Financial Planner
For the past 20 years, Mike has provided full service financial planning to professionals in Newfoundland and Ontario. His comfortable, energetic approach to wealth planning is reflected in the client experience and his extensive understanding of advanced financial strategies is a valued asset to clients.
His personal mission is to provide smart financial solutions. Through the customized 4-step LifeWay Process, he takes a fresh look at his clients' wealth plan so they can live life their way. Mike believes that Canadians are best served by compassionate, designated advisors who take the time to understand their clients' total financial picture and then provide smart solutions. That is what LiveBy Wealth Management is all about.
Mike's appreciation for learning has led to him obtaining several designations including Certified Financial Planner and Trust and Estate Practitioner. He regularly attends continuing education courses and conferences produced by the Society of Trust & Estate Planners, Canadian Tax Foundation and Advocis to best serve his clients.
With over 25 years in client services, Paulette’s focus as Marketing Associate is to provide clients with excellent service in a timely manner, both efficiently and effectively. She is fully bilingual in French and English.
Paulette returned to college at age 36 after developing a passion for personal finances. She obtained her diploma in Financial Planning at New Brunswick Community College, Dieppe, New Brunswick in 2014 and graduated with honors. She gained an abundance of knowledge in both the investments and insurance fields.
On a personal note, Paulette enjoys the outdoors, discovering our beautiful Atlantic bubble and teaching her kids the value of money.