Michelle is a Portfolio Manager – Client Relationship Manager at Generation PMCA, having joined Generation in 2013. With almost 15 years of investment industry and comprehensive wealth planning experience, Michelle works closely with individuals and business owners, multi-generational and blended families in areas such as wealth accumulation, retirement planning, risk management, business succession, tax minimization, and estate transfer.
With a diverse background in Engineering and enterprise process management, Michelle’s mission is to educate and enable clients, at any stage of life, to manage their family wealth with the same leadership and oversight as the CFO of a business.
Michelle is a member of Professional Engineers Ontario since 2001 and received her CFP designation in 2009. She has volunteered with FP Canada Standards Council in various capacities since 2018, in support of FP Canada’s work to formally professionalize financial planning.
In her spare time, Michelle enjoys spending time in nature up at the lake with her husband and two kids.
LATEST FROM MICHELLE TATHAM, P.Eng., CFP
Many advisors are polarized in their belief of which registered account is best, often because of a bias or assumptions made without proper planning. The truth is, both have unique advantages and disadvantages and both should be fully utilized where possible.