Michael Arts BA, CFP®, CIM
Michael, a graduate of the University of Western Ontario with a B.A. in Commerce, brings over 30 years of expertise in wealth management, helping both personal and business clients navigate their financial futures with confidence. Collaborating closely with his team, he guides clients through their signature "Four Pillars of Financial Peace of Mind" process—ensuring a thoughtful and comprehensive approach to financial planning. His commitment lies in empowering clients to define and achieve their life’s ambitions through strategic financial guidance.
As a business owner himself, Michael has a deep passion for sharing advanced financial planning strategies tailored to the unique needs of fellow entrepreneurs. With access to a broad spectrum of investment opportunities—including individual stocks, bonds, ETFs, mutual funds, and separately managed accounts—he provides clients with the necessary tools to reach their financial goals.
Over the years, clients have become more than just clients—they’ve become trusted friends and extended family. He values the personal connections he’s built and cherishes the time spent catching up with them and their loved ones. His ultimate mission is to ensure that every aspect of their financial affairs is in order, granting them the freedom to pursue their hopes and dreams with peace of mind.
Beyond the office, Michael enjoys quality time with his family. Whether he’s teeing off on the golf course or cheering from the hockey arena, he finds joy in great conversations and plenty of laughter with friends.
Chris Chapman CPA
Chris joined Michael and the team in 2022, bringing extensive professional knowledge and experience. As a Chartered Professional Accountant (CPA) with a BMOS - Accounting Specialization degree from Western University, he is a valuable asset to our team.
With a strong background in tax planning and corporate financial management, Chris plays a key role in serving our clients. Before joining the industry, Chris gained over six years of management experience in both public and private accounting, leveraging his expertise to provide strategic financial guidance.
What sets Chris apart is his genuine passion for helping business owners achieve long-term success. He takes the time to understand each client’s unique financial objectives and ensures their personal and business goals align seamlessly. Chris applies our 'four pillars' process to deliver tailored, comprehensive financial solutions.
Outside the office, Chris enjoys spending time with his young family and staying active outdoors. He’s an avid squash player and loves catching a Red Wings game whenever possible!
Chris Thornton CFP®
Since becoming a financial advisor in 2006, Chris has been dedicated to helping both personal and business clients achieve their financial goals. He is deeply committed to educating clients on how to protect themselves and their families while building a secure financial future. He finds it incredibly rewarding to see his recommendations come to life and to cultivate lasting relationships that continue to grow over time.
Chris understands that financial decisions can be difficult. As a dual-licensed professional with both the Securities and Life Insurance regulators, Chris provides clients with solutions for success. This enables the creation of comprehensive financial plans and the strategic implementation of tailored insurance solutions. Adopting a holistic approach fosters confidence and convenience, ensuring clients' long-term financial goals will be safeguarded.
Away from the office, his family is always on the go—whether running to the next sporting event, swimming in the pool, or making the most of their time on Lake Huron.
Kim Klein
Kim brings a wealth of expertise to the team, with over 30 years of experience in the financial services industry. Since joining the team in 2006, she has continuously expanded her skill set, becoming securities licensed in 2020 and completing the Wealth Management Essentials program in 2023. Her dedication to professional growth ensures she remains at the forefront of industry best practices.
As a Wealth Management Assistant, Kim works closely with Michael and the team to provide comprehensive wealth management advice and an exceptional client experience. Her keen attention to detail, strong analytical skills, and innovative problem-solving abilities play a vital role in optimizing client outcomes and enhancing the team's operational efficiency.
Kim is passionate about building lasting client relationships and takes pride in delivering personalized service that aligns with each client’s financial goals. Her commitment to excellence and client-first approach make her an invaluable asset to both the team and the clients they serve.
Away from the office, Kim enjoys discovering new restaurants and hosting family dinners. She also loves gardening, unwinding with her beloved dog Max, and getting lost in a good book.
Aleta MacGregor
Aleta serves as an Executive Assistant for the team, providing essential advisor support and playing a key role in the team's daily operations. With 25+ years of administrative experience in the financial services industry, she is passionate about delivering prompt, professional client service while fostering strong, personal relationships with clients.
In her free time, you’ll find Aleta spending precious time with her growing family, tickling the ivories, tending her gardens, searching for a good recipe, and enjoying a round of golf.
Jackie Arts
Jackie is a seasoned professional with 24 years of experience in the insurance industry, having worked with a leading company in London, ON. Throughout her career, Jackie has excelled in a variety of roles, including payroll, relocations, and most notably as a disability case manager, where she has spent the majority of her career.
In her current role, Jackie is responsible for overseeing the day-to-day activities of a successful, client-focused practice, ensuring seamless operations and exceptional service. Her extensive background and commitment to client care make her a trusted leader in the industry.
Outside of work, Jackie is a proud mother to two wonderful daughters, Madison and Sidney, while balancing her professional life with her personal commitments. With her wealth of experience and strong leadership skills, Jackie continues to make a lasting impact both in her career and in the lives of her family.