Mike Poulin's Location
Chatham-Kent, ON, CA
Mike Poulin's Work
- Senior Financial Analyst and Insurance Advisor @ Optimize Wealth Management
- Financial Advisor @ HollisWealth, a trade name of Investia Financial Services Inc.
- Financial Advisor @ HollisWealth Advisory Services Inc
- Insurance Advisor @ HollisWealth Insurance Agency Ltd
- Corporate Secretary, acting Treasurer @ The Financial Centre of Chatham
- Financial Advisor @ HollisWealth Advisory Services Inc - (predecessor: Dundee Private Investors Inc)
- Insurance Advisor @ HollisWealth Insurance Agency Ltd - (predecessor: Dundee Insurance Agency Ltd)
- Certified Financial Planner @ Cartier Partners Financial Services
- Certified Financial Planner @ Regal Capital Planners
- Manager Traffic @ Temboard
Mike Poulin's Education
- IFSE Institute
Certificate (Exchange Traded Funds Co)
2018 - 2018 - Canadian Institute of Financial Planning1996 - 1998
- University of New Brunswick
Bachelors in Business Admin '84; Bachelor of Science in Forest Engineering '83
1977 - 1984
- Fredericton High School
Academic
1974 - 1977
Mike Poulin's Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Personal Tax Planning
- Insurance
- Investments/Gics
- Retirement Planning
- Resp
- Financial Planning
- Volunteering
Mike Poulin's Summary
Mike Poulin, based in Chatham-Kent, ON, CA, is currently a Senior Financial Analyst and Insurance Advisor at Optimize Wealth Management, bringing experience from previous roles at HollisWealth, a trade name of Investia Financial Services Inc., HollisWealth Advisory Services Inc, HollisWealth Insurance Agency Ltd and The Financial Centre of Chatham. Mike Poulin holds a 2018 - 2018 Certificate in Exchange Traded Funds Co @ IFSE Institute. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Personal Tax Planning, Insurance and more, Mike Poulin contributes valuable insights to the industry. Mike Poulin has 2 emails on RocketReach.
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