Michael Lindblad

Michael Lindblad Email and Phone Number

Head of Advisor Engagement, Eastern Region @ Independent Advisor Solutions
Whitby, ON, CA
Michael Lindblad's Location
Whitby, Ontario, Canada, Canada
Michael Lindblad's Contact Details

Michael Lindblad personal email

n/a
About Michael Lindblad

I have worked closely with investment advisors and portfolio managers across Canada since 1996 supporting them with their capital allocation decisions, marketing and business development strategies, and practice management issues.

Michael Lindblad's Current Company Details
Independent Advisor Solutions

Independent Advisor Solutions

View
Head of Advisor Engagement, Eastern Region
Whitby, ON, CA
Website:
independentadvisorsolutions.ca
Employees:
14
Michael Lindblad Work Experience Details
  • Independent Advisor Solutions
    Head Of Advisor Engagement, Eastern Region
    Independent Advisor Solutions
    Whitby, On, Ca
    View
  • Dalfen Industrial Llc
    Head Of Sales
    Dalfen Industrial Llc Jul 2024 - Present
    Dallas, Texas, Us
    View
  • Waypoint Investment Partners
    Vice President, Wealth Management
    Waypoint Investment Partners Jan 2020 - Jul 2024
    Toronto, Ontario, Ca
    Wealth management sales and client services operations
    View
  • Vertex One Asset Management
    Vice President, Sales
    Vertex One Asset Management Sep 2010 - Jan 2020
    Business development in the GTA and Eastern Ontario
  • Standard Life
    Senior Consultant, Investments
    Standard Life Jun 2008 - May 2010
    Edinburgh, Scotland, Gb
    IIROC Business Development
    View
  • Sarbit Asset Management
    Senior Sales Director
    Sarbit Asset Management Jul 2005 - Apr 2008
    Was a founding partner of the firm and developed business in the GTA, Eastern Ontario and Nova Scotia.
  • Aic
    Regional Sales Manager
    Aic 2001 - 2004
    Ca
    Business Development
    View
  • Spectrum Investments
    Regional Sales Manager
    Spectrum Investments Jan 1996 - Apr 2001
    Held progressively senior positions starting in customer service, inside sales and wholesaling.
  • Royal Trust
    Rm
    Royal Trust 1993 - 1995
    Ca
    Relationship Manager
    View

Michael Lindblad Skills

Investments Asset Managment Mutual Funds Fixed Income Wealth Management Retirement Planning Business Relationship Management Sales Management Portfolio Management Business Development Strategic Financial Planning Estate Planning Asset Management Investment Strategies Relationship Management Securities Strategy Investment Advisory Equities Financial Services Alternative Investments Financial Planning

Michael Lindblad Education Details

  • University Of Toronto - Victoria University
    University Of Toronto - Victoria University
    Commerce And Economics
  • Ajax High School
    Ajax High School
    Ossd

Frequently Asked Questions about Michael Lindblad

What company does Michael Lindblad work for?

Michael Lindblad works for Independent Advisor Solutions

What is Michael Lindblad's role at the current company?

Michael Lindblad's current role is Head of Advisor Engagement, Eastern Region.

What is Michael Lindblad's email address?

Michael Lindblad's email address is mi****@****ers.com

What schools did Michael Lindblad attend?

Michael Lindblad attended University Of Toronto - Victoria University, Ajax High School.

What are some of Michael Lindblad's interests?

Michael Lindblad has interest in Coach, Wgha And Wmha.

What skills is Michael Lindblad known for?

Michael Lindblad has skills like Investments, Asset Managment, Mutual Funds, Fixed Income, Wealth Management, Retirement Planning, Business Relationship Management, Sales Management, Portfolio Management, Business Development, Strategic Financial Planning, Estate Planning.

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