
Michael Kosik
Over the 30+ years in which we've been managing clients' assets, we've learned several truths that continue to guide our actions:
• Speculating is not a way to reach your financial goals. Someone else's idea of a "hot stock" or other security isn't necessarily ours
• Emotion is too often the enemy of solid investment performance • Some people worry about achieving their financial goals even after they've already achieved them. Other people set goals that aren't always realistic. Put another way, some people assume too much risk for their personal situation, while others might be assuming too little.
At The Kosik Doucette Group, we help clients determine how much risk is truly appropriate for where they are in life and where they hope to be someday. We're a team of experienced financial professionals with the complementary skills to help you pursue goals that include investments and go far beyond to encompass virtually every aspect of your financial life.
Michael Kosik is a Morgan Stanley-credentialed Senior Portfolio Management Director who has spent his career helping clients earn more consistent returns, while assuming lower risk Andre Doucette is a CERTIFIED FINANCIAL PLANNER™ who helps clients understand where they are in relation to their goals and what they must do to achieve those goals within their required timeframe. Patrick McDevitt is a Chartered Retirement Planning Counsellor and Morgan Stanley- credentialed Financial Planning Specialist
Together, The Kosik Doucette Group offers a combination of discretionary investment management and personalized financial planning that can help you take a more direct route to your financial destination, while avoiding pitfalls that can slow or thwart your progress.
2024 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Jan 2024)
2024 Forbes Best-In-State Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/22–3/31/23. Awards Disclosures | Morgan Stanley