Michael Baxter, Pfp
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Michael Baxter, Pfp Email & Phone Number

Wealth Advisor, CIBC Wood Gundy at CIBC Wood Gundy
Location: Nanaimo, British Columbia, Canada 5 work roles 1 school
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Current company
CIBC Wood Gundy
Role
Wealth Advisor, CIBC Wood Gundy
Location
Nanaimo, British Columbia, Canada
Company size
2017 employees

Who is Michael Baxter, Pfp? Overview

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Quick answer

Michael Baxter, Pfp is listed as Wealth Advisor, CIBC Wood Gundy at CIBC Wood Gundy, a company with 2017 employees, based in Nanaimo, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Michael Baxter, Pfp.

Michael Baxter, Pfp previously worked as Wealth Advisor at Cibc Wood Gundy and Financial Planner, RBC Financial Planning at Rbc. Michael Baxter, Pfp holds Bachelor'S Degree from Vancouver Island 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 Baxter, Pfp

As a Wealth Advisor approaching twenty years of experience in the industry I strive to build long lasting relationships built on a level of trust and a commitment to service that truly puts my clients' needs first. With a focus on financial planning as a dynamic process that is continually evolving, I work with affluent families and households to build custom tailored strategies to achieve your financial goals and dreams. Surrounded by my team of experts I ensure that all your bases are covered, including investment portfolio risk analysis, tax efficiency, estate planning, and your vision of a future generational wealth transfer. I work with families at all stages in life, from wealth accumulation, through the transition into retirement and the ever-changing retirement lifestyle, to the inter-generational needs of your families.

Current workplace

Michael Baxter, Pfp's current company

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CIBC Wood Gundy
Cibc Wood Gundy
Wealth Advisor, CIBC Wood Gundy
canada
Website
cibcwoodgundy.com
Employees
2017
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5 roles

Michael Baxter, Pfp work experience

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

Wealth Advisor

Current
Cibc Wood Gundy

Nanaimo, British Columbia, Canada

Apr 2022 - Present

Financial Planner, Rbc Financial Planning

Rbc

Nanaimo, BC

Mar 2014 - Apr 2022

Senior Account Manager

Rbc

Nanaimo BC

I build client client relationships as a Financial Advisor by being your first point of contact for all your personal banking, investment, and borrowing needs. My expertise extends to personal investments, mutual funds, loan, credit lines, mortgages, and day to day banking.

Feb 2012 - Mar 2014

Account Manager

Rbc

Nanaimo, BC

Personal banking, investments, loans, credit lines, mortgages, retail banking.

Mar 2008 - Feb 2012

Customer Service Representative

Rbc

Nanaimo, BC

Jan 2005 - Mar 2008
Team & coworkers

Colleagues at CIBC Wood Gundy

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

KV Ken Valentine Ken Valentine Colleague at Cibc Wood Gundy Calgary, Alberta, Canada, Canada View → RA Roozbeh Atbaei, Cim Roozbeh Atbaei, Cim Colleague at Cibc Wood Gundy Dartmouth, Nova Scotia, Canada, Canada View → FW Found Wallet Found Wallet Colleague at Cibc Wood Gundy Canada, Canada View → LB Leanne Belbin Leanne Belbin Colleague at Cibc Wood Gundy Sherwood Park, Alberta, Canada, Canada View → DS Daryn Stafford Daryn Stafford Colleague at Cibc Wood Gundy Canada, Canada View → JL Joe Lauzon Joe Lauzon Colleague at Cibc Wood Gundy Toronto, Ontario, Canada, Canada View → PM Peter Macdonald Peter Macdonald Colleague at Cibc Wood Gundy Canada, Canada View → GF Greg Furtney Greg Furtney Colleague at Cibc Wood Gundy Brampton, Ontario, Canada, Canada View → CM Craig Mcelroy Craig Mcelroy Colleague at Cibc Wood Gundy Oakville, Ontario, Canada, Canada View → MB Marta Bartoszek Marta Bartoszek Colleague at Cibc Wood Gundy Hamilton, Ontario, Canada, Canada View →
1 education record

Michael Baxter, Pfp education

FAQ

Frequently asked questions about Michael Baxter, Pfp

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

What company does Michael Baxter, Pfp work for?

Michael Baxter, Pfp works for CIBC Wood Gundy.

What is Michael Baxter, Pfp's role at CIBC Wood Gundy?

Michael Baxter, Pfp is listed as Wealth Advisor, CIBC Wood Gundy at CIBC Wood Gundy.

Where is Michael Baxter, Pfp based?

Michael Baxter, Pfp is based in Nanaimo, British Columbia, Canada while working with CIBC Wood Gundy.

What companies has Michael Baxter, Pfp worked for?

Michael Baxter, Pfp has worked for Cibc Wood Gundy and Rbc.

Who are Michael Baxter, Pfp's colleagues at CIBC Wood Gundy?

Michael Baxter, Pfp's colleagues at CIBC Wood Gundy include Ken Valentine, Roozbeh Atbaei, Cim, Found Wallet, Leanne Belbin, and Daryn Stafford.

How can I contact Michael Baxter, Pfp?

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

What schools did Michael Baxter, Pfp attend?

Michael Baxter, Pfp holds Bachelor'S Degree from Vancouver Island University.

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