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Michael DeLong

Investment Advisor


Background

Michael has been providing personalized portfolio management services since 2002. Following his MBA from the U of Calgary in 1996, he facilitated operational excellence projects for several years across 3 divisions of a global oil and gas service company. After which, Michael joined a big 5 management consulting firm for several years.

Michael and his bride of 23 years have 1 teenage daughter. He pursues an active lifestyle which includes competitive hockey and continues to volunteer within the community.

Previous to attaining his MBA, Michael served as a Captain in the Royal Canadian Air Force, piloting Search and Rescue missions within western Canada. Then piloting Canadian and United Nations airlift missions into hot-spots around the world. He’s a graduate of the Royal Roads Military College, where he attained his Bachelor of Arts in International & Strategic Studies.

Michael has been decorated, receiving the Canadian Decoration for military service. He has attained the distinction of Canadian Investment Manager (CIM).

Business Focus
Providing personalized portfolio management services to individual clients who are busy with life, and don’t have the time or desire to properly focus on their investment portfolio. Prospective clients (from B.C., Prairies, and Ontario) step through a 3 part process with Michael to arrive at a portfolio plan: during this process clients receive an Investment Policy Statement, Portfolio Analysis, and Portfolio Plan document.

Contact Information

Phone
403-531-6856
Toll Free
1-800-430-6999
Fax
403-531-6996
City
Calgary

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