During his University years studying for his Bachelor’s degree in Pharmaceutical Science, Michael quickly realised that the laboratory environment was not for him, so he decided to move into a more client-facing role. His progression from the Pharmaceutical field to the Financial world was to utilise his skills in assisting clients in planning for their future. Having spent the last 8 years in Africa, Michael decided to set-up his own company in his adopted home, Cape Town. Since returning to Cape Town, Michael has completed both his RE1 and RE5 regulatory exams in South Africa. Furthermore, he is busy studying towards his Investment Advice Diploma through the Chartered Institute for Securities and Investments. His vision for the company is to create an environment that encourages team-work among his staff. He believes it is important to be impeccable in reputation, and that means being impeccable with your word and your deed. The most important thing to Michael is that his team looks after each other and their clients, and they realise that real success is when everybody achieves their goals together.
Renée began her career in the Financial Services world by following her now husband, Michael, to Ghana as a Business Coordinator. Renée has a Bachelor’s degree in Business Administration, and has completed both her RE1 and RE5 regulatory exams in South Africa. Furthermore, she has her level 3 Global Financial Compliance Certificate through the Chartered Institute for Securities and Investments, and is continuing her part-time studies towards achieving her Level 6. Leading the compliance and administration department, she is passionate that IIMG Africa is of impeccable and ethical standards. It is with this motivation that she leads the company’s culture of upskilling, education and learning, which assures that all team members continue to grow and develop their passion for the industry. Renée is an avid horse-rider and animal lover, and proud mom to a beautiful daughter.
Tom Donaldson entered the Insurance Industry in 1966 with Scottish Life in Edinburgh, Scotland. In 1968 Tom immigrated to South Africa and took up a position with Norwich Union. After spending twelve years as an investment advisor, Tom co-founded an independent advisory company in 1986. In 2002, Tom started his own advisory company called Global Wealth Management, which focuses on helping South Africans invest for their future. Tom has a wealth of knowledge in the local and international markets, with a broad and well-established client base throughout the Western Cape.
Ross completed his studies in the I.T. field a number of years ago, but when he was drawn to the financial sector, he was determined to pursue a course of study in financial investment and consultancy. Subsequently, he has completed his Regulatory Exams here in South Africa, as well as his Chartered Institute of Securities and Investment qualification. He is a natural people-person, and his key to success is the great insight he has into the products and services that IIMG Africa offer, along with well-focussed client service, which ultimately results in long-term business relationships. Ross is also an avid swimmer and plans to do the Robbin Island swim before the end of the year.
At IIMG Africa, every decision made is client-focused. Through consistent engagement with each client around their expectations and financial needs, we have been able to create specialist investment products that offer a high return on investment.