Holly Millar Email & Phone Number
Compliance Officer @ CI Assante Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Holly Millar Location
- Vancouver, BC, CA
Holly Millar Work
- 2014 -now Compliance Officer @
- 2011 -2014 Western Regional Director @
- 2004 -2011 Senior Compliance Officer @ Assante Financial Management
Holly Millar Education
- Canadian Securities Instiute
(CSC, CPH, BM, PDO)
2014-2014 - Canadian Securities Institute
(PDO)
2000-2000 - IFIC
(Branch Manager)
1998-1999 - IFIC
(Investments and Securities)
1996-1997 - Kamloops, BC
Associate's degree (Business Administration and Management, General)
- Simon Fraser University
Holly Millar Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Financial Planners
- Fixed Annuities
- Estate Tax Planning
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Critical Illness
- Investments
- Financial Risk
- Team Management
- Investment Advisory
- Asset Allocation
- Income Protection
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- AML
- Life Insurance
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Operations Management
- Risk Management
- Asset Management
- Wealth Accumulation
- Disability Insurance
- Wealth
- Personal Finance
- Term Life Insurance
- Retirement
- CRM
- Securities
- Investment Management
Holly Millar Summary
- Holly Millar, based in Vancouver, BC, CA, is currently a Compliance Officer at Assante Wealth Management. Holly Millar brings experience from previous roles at Investment Planning Counsel and Assante Financial Management. Holly Millar holds a 2014 - 2014 Canadian Securities Instiute. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Financial Planners, Fixed Annuities and more. Holly Millar has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Holly Millar?
Find contact details for 700 million professionals.
Others Named Holly Millar
Holly Millar
Senior Client Success Manager
London, GB
Holly Millar
Compliance Officer
Vancouver, BC, CA
Holly Millar
Actuarial Manager
London, GB
Top CI Assante Wealth Management Employees
Roland Wood
Associate Regional Vice President, Western Canada
Vancouver, BC, CA
Lorenzo Calabrese
Director Of Operations
Toronto, ON, CA
Troy Simonson
Financial Advisor
Saskatoon, SK, CA
Daryn Form
Partner and Senior Financial Advisor
Saskatoon, SK, CA
Jonathan Warner
Investment Advisor and Financial Planner
Vancouver, BC, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co