AeroLeads people directory · profile

Malinda Larsh, Cfp Email & Phone Number

Financial Planner | Assante Financial Management Ltd. at CI Assante Wealth Management
Location: Duncan, British Columbia, Canada 12 work roles
1 work email found @ig.ca 1 phone found area 250 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email m****@ig.ca
Direct phone (250) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CI Assante Wealth Management
Role
Financial Planner | Assante Financial Management Ltd.
Location
Duncan, British Columbia, Canada
Company size
961 employees

Who is Malinda Larsh, Cfp? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Malinda Larsh, Cfp is listed as Financial Planner | Assante Financial Management Ltd. at CI Assante Wealth Management, a company with 961 employees, based in Duncan, British Columbia, Canada. AeroLeads shows a work email signal at ig.ca, phone signal with area code 250, and a matched LinkedIn profile for Malinda Larsh, Cfp.

Malinda Larsh, Cfp previously worked as Certified Financial Planner at Ci Assante Wealth Management and Division Director at Ig Wealth Management.

Company email context

Email format at CI Assante Wealth Management

This section adds company-level context without repeating Malinda Larsh, Cfp's masked contact details.

*@ig.ca
68% confidence

AeroLeads found 1 current-domain work email signal for Malinda Larsh, Cfp. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Malinda Larsh, Cfp

Working 20+ years as a bank manager and coach, I had the privilege of observing thousands of client meetings. It turned into a research project, and I was able to determine what it was that clients look for from their financial advisor.Here is what I observed:✅Clients are looking for someone they can trust, who’s competent and treats them with integrity, respect and understanding.❌Clients never want to be ‘sold’ something✅ Every situation is unique, and clients are looking for someone to take the time to understand theirs❌They don’t want to start over with a new advisor every second year, they want longevity✅Clients want someone who will help solve their problems ❌Clients never want to be told they don’t 'qualify' for full financial planning—that this is reserved for 'top clients' ❌Clients want full service, they don’t want to be sent somewhere else to access a complete segment of their financial plan-- insuranceMy team can:🧨Deliver, implement and execute a financial plan for everyone🧨Offer full-service financial strategies💥We are good people that have families in the community, we treat people as we expect to be treated and have fiduciary and ethical standards that are very important to us.💥Consider allowing us to stress test your current plan and give you our experienced observationsPlease add: “Visit www.assante.com/legal for important legal and regulatory disclosures.

Listed skills include Coaching, Banking, Risk Management, Retail Banking, and 3 others.

Current workplace

Malinda Larsh, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

CI Assante Wealth Management
Ci Assante Wealth Management
Financial Planner | Assante Financial Management Ltd.
toronto, ontario, canada
Website
assante.com
Employees
961
AeroLeads page
Company profile
View company profile Email format
12 roles

Malinda Larsh, Cfp work experience

A career timeline built from the work history available for this profile.

Division Director

Ig Wealth Management

Duncan, British Columbia, Canada

Investors Group Financial Services Inc.

Mar 2020 - Jul 2023

Performance Coach

Cibc

Remote Support Of Northern Canada

Working with banking centre leaders to teach, motivate, challenge and hone their coaching skills to drive team performance.

Sep 2016 - Oct 2019

General Manager

Cibc

Duncan, British Columbia, Canada

Led a team of 6 Imperial Service employees, 4 Financial Services Representatives and a Manager of Client Advice through significant change and continued growth.

Aug 2015 - Aug 2016

Senior Sales Leader

Cibc

Fort St John, BC

Led a sales team of 6 Financial Service Representatives in providing exceptional service to a transient community.

Sep 2012 - Aug 2015

Senior Branch Manager

Cibc

Northern BC

Managed a team of 13 Financial Service Representative’s and 3 Assistant Branch Managers in 3 high impact locations in Northern BC with the mandate of upgrading talent.

Jun 2012 - Sep 2012

Branch Manager

Cibc

Fort St John, BC

Led a core team of 17 employees consisting of customer service, leadership and sales staff in delivering quality service and achieving personal goals.

Jul 2005 - Sep 2012

Assistant Branch Manager

Cibc

Fort St John, BC

Led a team of 8 customer service representatives, 3 support staff and a Branch Ambassador in daily operations, analyzing/implementing processes to improve efficiency while adhering to regulations. This included understanding branch custody of cash and securities, and resolving escalated client issues to satisfaction.

Jul 2004 - Jul 2005

Financial Services Representative

Cibc

Fort St John, BC

Identified clients’ financial goals and provided solutions, resulting in a loyal client base with continual referrals. Recognized as a 2003 Annual Achiever.

Feb 2002 - Jul 2004

Account Manager Personal Banking

Cibc

Dawson Creek, BC

Managed a portfolio heavily weighted with investments that assisted clients with financial plans and solutions to achieve their goals. This involved partnering extensively with an Investment Specialist.

Jan 2001 - Feb 2002

Customer Service Roles

Cibc

Fort St John, BC

Provided customer service excellence through applying engaging people skills, resulting in many referrals to colleagues for deeper advice.

Mar 1999 - Jan 2001
Team & coworkers

Colleagues at CI Assante Wealth Management

Other employees you can reach at assante.com. View company contacts for 961 employees →

CM Clavo Melissa Clavo Melissa Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View → DC Daniel Charbonneau Daniel Charbonneau Colleague at Ci Assante Wealth Management Trois-Rivières, Quebec, Canada, Canada View → SS Stuart Sutton Stuart Sutton Colleague at Ci Assante Wealth Management Saskatoon, Saskatchewan, Canada, Canada View → AJ Albert Jakubowski, Peng (Ret) Albert Jakubowski, Peng (Ret) Colleague at Ci Assante Wealth Management Cobourg, Ontario, Canada, Canada View → CS Clydie Spencer, Cim® Clydie Spencer, Cim® Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View → NT Nadia T. Nadia T. Colleague at Ci Assante Wealth Management Maple, Ontario, Canada, Canada View → AW Ashley Willmott Ashley Willmott Colleague at Ci Assante Wealth Management Vernon, British Columbia, Canada, Canada View → AM Arnie Mohr Arnie Mohr Colleague at Ci Assante Wealth Management Kitchener, Ontario, Canada, Canada View → BS Barbara Smith Barbara Smith Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View → SW Spencer Weinkauf Spencer Weinkauf Colleague at Ci Assante Wealth Management Calgary, Alberta, Canada, Canada View →
FAQ

Frequently asked questions about Malinda Larsh, Cfp

Quick answers generated from the profile data available on this page.

What company does Malinda Larsh, Cfp work for?

Malinda Larsh, Cfp works for CI Assante Wealth Management.

What is Malinda Larsh, Cfp's role at CI Assante Wealth Management?

Malinda Larsh, Cfp is listed as Financial Planner | Assante Financial Management Ltd. at CI Assante Wealth Management.

What is Malinda Larsh, Cfp's email address?

AeroLeads has found 1 work email signal at @ig.ca for Malinda Larsh, Cfp at CI Assante Wealth Management.

What is Malinda Larsh, Cfp's phone number?

AeroLeads has found 1 phone signal(s) with area code 250 for Malinda Larsh, Cfp at CI Assante Wealth Management.

Where is Malinda Larsh, Cfp based?

Malinda Larsh, Cfp is based in Duncan, British Columbia, Canada while working with CI Assante Wealth Management.

What companies has Malinda Larsh, Cfp worked for?

Malinda Larsh, Cfp has worked for Ci Assante Wealth Management, Ig Wealth Management, and Cibc.

Who are Malinda Larsh, Cfp's colleagues at CI Assante Wealth Management?

Malinda Larsh, Cfp's colleagues at CI Assante Wealth Management include Clavo Melissa, Daniel Charbonneau, Stuart Sutton, Albert Jakubowski, Peng (Ret), and Clydie Spencer, Cim®.

How can I contact Malinda Larsh, Cfp?

You can use AeroLeads to view verified contact signals for Malinda Larsh, Cfp at CI Assante Wealth Management, including work email, phone, and LinkedIn data when available.

What skills is Malinda Larsh, Cfp known for?

Malinda Larsh, Cfp is listed with skills including Coaching, Banking, Risk Management, Retail Banking, Mortgage Lending, Credit, and Loans.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.