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Angie Traill, Cfp® Email & Phone Number
Investment Advisor
at
iA Private Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Who is Angie Traill, Cfp®? Overview
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Quick answer
Angie Traill, Cfp® is listed as Investment Advisor at iA Private Wealth, based in Medicine Hat, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Angie Traill, Cfp®.
Angie Traill, Cfp® previously worked as Financial Planner, CFP at Td Wealth Financial Planning and Insurance Broker at Various. Angie Traill, Cfp® holds Life License Qualifying Program (Llqp) from Ifse Institute.
Company email context
Email format at iA Private Wealth
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iA Private Wealth
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Profile bio
About Angie Traill, Cfp®
Helping her clients achieve their goals through innovative and customized solutions, Angie’s passion is people. She enjoys both the client interaction and the problem solving that goes into the behind-the-scenes preparation. This enables her to provide them a truly personalized experience that meets their individual needs; one that fits their current situation and adjusts for their future.
Listed skills include Financial Planning, Wealth Management, Financial Analysis, Asset Management, and 1 others.
Current workplace
Angie Traill, Cfp®'s current company
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Ia Private Wealth
Website
AeroLeads page
5 roles · 25 years
Angie Traill, Cfp® work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Current
2016 - Present
~10 yrs 5 mos
Financial Planner, Cfp
Td Wealth Financial Planning
2010 - 2016
~6 yrs
Insurance Broker
Various
2005 - 2010
~5 yrs
Banker
2001 - 2005
~4 yrs
5 education records
Angie Traill, Cfp® education
Life License Qualifying Program (Llqp)
Ifse Institute
Education record
Certified Financial Planner®
Conduct & Practices Handbook
Canadian Securities Institute
Business Administration, Finance
Canadian Securities Course
Canadian Securities Institute
FAQ
Frequently asked questions about Angie Traill, Cfp®
Quick answers generated from the profile data available on this page.
What company does Angie Traill, Cfp® work for?
Angie Traill, Cfp® works for iA Private Wealth.
What is Angie Traill, Cfp®'s role at iA Private Wealth?
Angie Traill, Cfp® is listed as Investment Advisor at iA Private Wealth.
Where is Angie Traill, Cfp® based?
Angie Traill, Cfp® is based in Medicine Hat, Alberta, Canada while working with iA Private Wealth.
What companies has Angie Traill, Cfp® worked for?
Angie Traill, Cfp® has worked for Ia Private Wealth, Td Wealth Financial Planning, Various, and Rbc.
How can I contact Angie Traill, Cfp®?
You can use AeroLeads to view verified contact signals for Angie Traill, Cfp® at iA Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Angie Traill, Cfp® attend?
Angie Traill, Cfp® holds Life License Qualifying Program (Llqp) from Ifse Institute.
What skills is Angie Traill, Cfp® known for?
Angie Traill, Cfp® is listed with skills including Financial Planning, Wealth Management, Financial Analysis, Asset Management, and Risk Management.
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