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
- Portfolio Manager, Senior Investment Advisor, Insurance Advisor @ (November 2005 - Present)
- Portfolio Manager, Senior Investment Advisor, Insurance Advisor @ (January 2021 - Present)
- Portfolio Manager and Senior Investment Advisor @ HollisWealth (February 2011 - January 2021)
- Insurance Advisor @ HollisWealth (November 2005 - January 2021)
- Senior Investment Advisor @ (November 2005 - February 2011)
- Investment Advisor @ Berkshire Securities Inc. (August 1998 - November 2005)
- Account Executive @ LGM Graphics (January 1996 - January 1997)
Michael Stoller Education
- University of Manitoba
Bachelor of Commerce (Hons.) (Marketing/Finance)
1992-1996 - Fellow of the Canadian Securities Institute 2006
- Chartered Investment Manager 2005
- CERTIFIED FINANCIAL PLANNER ® 2002
Michael Stoller Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Certified Financial Planner
- Chartered Investment Manager
- Critical Illness
- Customized Financial Solutions
- Disability Insurance
- DundeeWealth
- Education Planning
- Equities
- Estate Planning
- Fellow of the Canadian Securities Institute
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Fixed Income
- Health Spending
- High Net Worth Individuals
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Mortgage Marketing
- Mortgage Services
- Mutual Funds
- Pensions
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Senior Investment Advisor
- Strategic Financial Planning
- Tax Planning
- Term Life Insurance
- Wealth
- Wealth Management
- Wealth Management Services
- 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 1992 - 1996 Bachelor of Commerce (Hons.) in Marketing/Finance @ University of Manitoba. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Certified Financial Planner, Chartered Investment Manager and more. Michael Stoller has 2 emails and 1 mobile phone numbers on RocketReach.
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