Holly Millar Email & Phone Number
Compliance Officer @ CI Assante Wealth Management
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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 on RocketReach.
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