Michael Mcfadden Cfp®
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Michael Mcfadden Cfp® Email & Phone Number

Wealth Advisor at CIBC Wood Gundy at CIBC Wood Gundy
Location: Kemptville, Ontario, Canada 6 work roles 3 schools
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Current company
Role
Wealth Advisor at CIBC Wood Gundy
Location
Kemptville, Ontario, Canada
Company size

Who is Michael Mcfadden Cfp®? Overview

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Quick answer

Michael Mcfadden Cfp® is listed as Wealth Advisor at CIBC Wood Gundy at CIBC Wood Gundy, a company with 2017 employees, based in Kemptville, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Michael Mcfadden Cfp®.

Michael Mcfadden Cfp® previously worked as Wealth Advisor at Cibc Wood Gundy and Certified Financial Planner at Rbc. Michael Mcfadden Cfp® holds Bachelor Of Commerce, Business, High Honors from Carleton University.

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Email format at CIBC Wood Gundy

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CIBC Wood Gundy

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Profile bio

About Michael Mcfadden Cfp®

I am an Investment Advisor with CIBC Wood Gundy. Providing full service financial planning and investment advice to clients in the Ottawa, and surrounding areas.www.cibc.com/pwm-socialmediadisclaimer

Current workplace

Michael Mcfadden Cfp®'s current company

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CIBC Wood Gundy
Cibc Wood Gundy
Wealth Advisor at CIBC Wood Gundy
canada
Employees
2017
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6 roles

Michael Mcfadden Cfp® work experience

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Wealth Advisor

Current

Ottawa, Ontario, Canada

Financial planner at CIBC Wood Gundy, Kanata office. Serving the Metcalfe, Barrhaven, Manotick, and North Grenville regions.

Oct 2020 - Present

Certified Financial Planner

Rbc

Ottawa South

Tax / Estate / Investment / Cash Flow / Retirement Planning for the general public. I develop and implement comprehensive financial plans for my clients, based on holistic financial planning disciplines.

Mar 2015 - Oct 2020

Senior Financial Advisor

Ottawa, Canada Area

Financial Advisor for Scotiabank at the Merivale and Meadowlands branch in Ottawa. Provided investment solutions to the general public through mutual fund sales, GIC sales, loans, mortgages and day-to-day banking solutions.

Jan 2014 - Mar 2015

Senior Financial Advisor

Olds, Alberta

Financial Advisor for Scotiabank in Olds, Alberta, just north of Calgary. Provided investment solutions to the general public through mutual fund sales, GIC sales, loans, mortgages and day-to-day banking solutions.

Oct 2012 - Jan 2014

Consultant

Ottawa East Region Office #88

Provided comprehensive investment, tax, insurance and estate planning solutions to professionals and business owners. Sold mutual funds, insurance products and mortgage products to the general public, corporations and business owners.

Nov 2010 - Oct 2012

Associate

Kemptville, ON, Canada

Responsible for maintaining records of contact, materials management, computer support and handling clients both before, and after meetings.

Jul 2009 - Oct 2009
Team & coworkers

Colleagues at CIBC Wood Gundy

Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →

3 education records

Michael Mcfadden Cfp® education

Bachelor Of Commerce, Business, High Honors

Activities and Societies: Intramural hockeySprott School of Business is a full-service business school in Ottawa, Ontario, Canada – the.

Cfp, Certified Financial Planner, Personal Finance

Fp Canada

Certified Financial Planner® certification is the industry gold standard in financial planning. CFP professionals are the largest.

Bachelor Of Commerce, Management, Honors

Activities and Societies: Lancaster Bombers American Football Association (BUAFL) Position: Defensive LinebackerStudied a year abroad.

FAQ

Frequently asked questions about Michael Mcfadden Cfp®

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

What company does Michael Mcfadden Cfp® work for?

Michael Mcfadden Cfp® works for CIBC Wood Gundy.

What is Michael Mcfadden Cfp®'s role at CIBC Wood Gundy?

Michael Mcfadden Cfp® is listed as Wealth Advisor at CIBC Wood Gundy at CIBC Wood Gundy.

Where is Michael Mcfadden Cfp® based?

Michael Mcfadden Cfp® is based in Kemptville, Ontario, Canada while working with CIBC Wood Gundy.

What companies has Michael Mcfadden Cfp® worked for?

Michael Mcfadden Cfp® has worked for Cibc Wood Gundy, Rbc, Scotiabank, Ig Wealth Management, and O'Farrell Financial Services Inc..

Who are Michael Mcfadden Cfp®'s colleagues at CIBC Wood Gundy?

Michael Mcfadden Cfp®'s colleagues at CIBC Wood Gundy include Lisa Del-Fabbro Lisa, Andrew Godding, Cpa, Ca, Tamunoibinabobo Michael Ekine, Mba, Cfp® Cim®, Claudia Decicco, and Spencer Berk.

How can I contact Michael Mcfadden Cfp®?

You can use AeroLeads to view verified contact signals for Michael Mcfadden Cfp® at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.

What schools did Michael Mcfadden Cfp® attend?

Michael Mcfadden Cfp® holds Bachelor Of Commerce, Business, High Honors from Carleton University.

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