Introducing Family Legacy Advisory Group
Mike Armstrong
Mike Armstrong is a Senior Wealth Advisor, Portfolio Manager and founder of the Family Legacy Advisory Group at Raymond James. Mike uses a return-on-life-focused planning process and specializes in tax-effective investing with a high level of knowledge in the alternative investment area to better serve clients. Having worked in wealth management since 1996, Mike utilizes knowledge, certifications, and experience in assisting his clients. Mike grew up on the family farm in Rouleau, Saskatchewan. He was admitted to the University of Saskatchewan for accounting and made it his home. He and his wife Tricia have three boys – Matt, Mark and Eric.
Mike enjoys travelling with his family, fishing, golfing and skiing.
Charlie Leblanc
Charlie Leblanc is an Investment Advisor at Family Legacy Advisory Group at Raymond James. Charlie has been in the industry for over 10 years and is a Chartered Investment Manager. He graduated from the University of Regina with a Bachelor of Business Administration, majoring in Finance. He also obtained a certificate in Economics. He is responsible for meeting with clients, investment strategies, portfolio reviews and problem-solving. Charlie has helped many clients understand their investment portfolios and aided them in achieving their financial goals.
In his free time, he enjoys exercising, fishing and anything car related.
Yvonne Frasz
Yvonne Frasz is the Client Service Manager for our team at Raymond James. She assists the Advisors on the team with administration, client meetings and client touchpoints. Yvonne has worked in the financial industry for 35+ years. Starting as a bank teller, then moving to lending and investments before joining Mike in 2000. Yvonne has a Business Administration Certificate from the University of Saskatchewan. Yvonne enjoys spending time with her family in Saskatoon and at the family cabin at Candle Lake, Saskatchewan.
During the cold Saskatchewan winters, Yvonne and her husband plan get-aways to warmer climates to soak up the sun.
Amy Evans
Amy Evans joined Family Legacy Advisory Group in 2019. Amy is licensed as an investment representative to execute trades for clients and works alongside Yvonne to execute our client service plans. She graduated with a Bachelor of Arts degree from the University of Saskatchewan. After hours, Amy spends much of her time with her husband David and three young children – Max, Jovi and Pepper. She loves to keep the mood light and looks forward to supporting our clients for years to come.
To Meet with us or book an appointment: https://calendly.com/mikearmstrong-familylegacysk