Michael Stoller Email & Phone Number
Portfolio Manager, Senior Investment Advisor, Insurance Advisor @ StollerWealth
Michael Stoller Location
Winnipeg, MB, CA
Michael Stoller Work
- 2005 - now Portfolio Manager, Senior Investment Advisor, Insurance Advisor @ StollerWealth
- 2021 - now Portfolio Manager, Senior Investment Advisor, Insurance Advisor @ iA Private Wealth
- 2011 - 2021 Portfolio Manager and Senior Investment Advisor @ HollisWealth
- 2005 - 2021 Insurance Advisor @ HollisWealth
- 2005 - 2011 Senior Investment Advisor @ DundeeWealth Inc.
- 1998 - 2005 Investment Advisor @ Berkshire Securities Inc.
- 1996 - 1997 Account Executive @ LGM Graphics
Michael Stoller Education
- Fellow of the Canadian Securities Institute2006
- Chartered Investment Manager2005
- 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
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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