Michael Stoller Email & Phone Number
Portfolio Manager, Senior Investment Advisor, Insurance Advisor @ StollerWealth
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Michael Stoller Location
- Winnipeg, MB, CA
Michael Stoller Work
- 2005 -now Portfolio Manager, Senior Investment Advisor, Insurance Advisor @
- 2021 -now Portfolio Manager, Senior Investment Advisor, Insurance Advisor @
- 2011 -2021 Portfolio Manager and Senior Investment Advisor @ HollisWealth
- 2005 -2021 Insurance Advisor @ HollisWealth
- 2005 -2011 Senior Investment Advisor @
- 1998 -2005 Investment Advisor @ Berkshire Securities Inc.
- 1996 -1997 Account Executive @ LGM Graphics
Michael Stoller Education
- Fellow of the Canadian Securities Institute 2006
- Chartered Investment Manager 2005
- CERTIFIED FINANCIAL PLANNER ® 2002
- University of Manitoba
Bachelor of Commerce (Hons.), Marketing/Finance (Marketing/Finance)
1992-1996
Michael Stoller Skills
- Certified Financial Planner
- Senior Investment Advisor
- Chartered Investment Manager
- Fellow of the Canadian Securities Institute
- Insurance
- Tax Planning
- Retirement Planning
- Education Planning
- Health Spending
- Mortgage Services
- Wealth Management
- DundeeWealth
- Customized Financial Solutions
- Financial Services
- Investments
- Financial Planners
- Investment Advisory
- Estate Planning
- Investment Strategies
- Financial Advisory
- Portfolio Management
- Investment Management
- Finance
- Mutual Funds
- Wealth
- Retirement
- High Net Worth Individuals
- Wealth Management Services
- Asset Allocation
- Disability Insurance
- Securities
- Life Insurance
- Strategic Financial Planning
- Alternative Investments
- Asset Management
- Fixed Annuities
- Pensions
- Term Life Insurance
- Equities
- Critical Illness
- Relationship Management
- Risk Management
- Fixed Income
- Mortgage Marketing
- Financial Planning
- Sales
- Strategic Planning
- Microsoft Office
- Financial Analysis
- Management
Michael Stoller Summary
- Michael Stoller, based in Winnipeg, MB, CA, is currently a Portfolio Manager, Senior Investment Advisor, Insurance Advisor at StollerWealth. Michael Stoller brings experience from previous roles at iA Private Wealth, HollisWealth and DundeeWealth Inc.. Michael Stoller holds a Fellow of the Canadian Securities Institute. With a robust skill set that includes Certified Financial Planner, Senior Investment Advisor, Chartered Investment Manager, Fellow of the Canadian Securities Institute, Insurance and more. Michael Stoller has 2 emails and 1 mobile phone numbers on RocketReach.
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