Chief Financial Officer
Current
Philocaly Hair Inc.
Aug 2021 - Present
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Michael Ortman Email & Phone Number
Chief Financial Officer
at
Philocaly Hair Inc.
1 work email found
@mac.com
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Philocaly Hair Inc.
Role
Chief Financial Officer
Location
Calgary, Alberta, Canada
Who is Michael Ortman? Overview
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Quick answer
Michael Ortman is listed as Chief Financial Officer at Philocaly Hair Inc., based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at mac.com and a matched LinkedIn profile for Michael Ortman.
Michael Ortman previously worked as Investment Advisor & Financial Planner at Rbc Dominion Securities Inc. and Senior Financial Consultant at Md Management Ltd..
Company email context
Email format at Philocaly Hair Inc.
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{last}{first_initial}@mac.com
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AeroLeads found 1 current-domain work email signal for Michael Ortman. Compare company email patterns before reaching out.
Profile bio
About Michael Ortman
Michael Ortman is a Chief Financial Officer at Philocaly Hair Inc.. He possess expertise in estate planning, cash flow analysis, client focused, personal financial planning, insurance planning and 7 more skills.
Listed skills include Estate Planning, Cash Flow Analysis, Client Focused, Personal Financial Planning, and 8 others.
Current workplace
Michael Ortman's current company
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Philocaly Hair Inc.
4 roles
Michael Ortman work experience
A career timeline built from the work history available for this profile.
Investment Advisor & Financial Planner
Rbc Dominion Securities Inc.
Michael Ortman has been working in the financial services industry since 2004 exclusively focusing on meeting the financial needs of high net worth individuals and institutions. Prior to joining RBC Dominion Securities Inc., Michael was a Senior Financial Consultant providing investment and wealth solutions while delivering comprehensive financial planning and advice to physicians and their families.Michael forges close relationships with his clients, builds in-depth knowledge of their aspirations and priorities, and works hard to ensure complex investment information is delivered in a clear and concise way. Utilizing some of the most advanced financial planning software available, Michael is able to deliver a full range of advice and services tailored to his clients’ unique portfolio and financial planning needs. Diligent attention is paid to client life events and continual analysis of economic trends to determine appropriate asset allocation to deliver an exceptional wealth management experience to high net worth individuals. Michael holds the Certified Financial Planner designation (CFP) along with the Chartered Investment Manager (CIM) and the Financial Management Advisor (FMA) designations.
Mar 2018 - Aug 2021
Senior Financial Consultant
Md Management Ltd.
As a Senior Financial Consultant for MD Financial Management Inc., Michael assisted CMA members and their families in achieving their personal financial goals. Leveraging his years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients.
Jan 2013 - Mar 2018
Associate Advisor
-Present tailored financial plans for solving clients many and varied financial needs-Assist clients in gaining better understanding of their finances and help them prepare for and adjust to lifechanges-Educate clients and formulate appropriate asset allocation strategies-Construct customized investment portfolios specific to each clients needs after thoroughly analyzing investment goals, time horizons, personal commitments and risk tolerance-Utilizing a team approach refer qualified clients to Insurance Specialist, Will & Estate Consultant or HighNet Worth Services team depending on client needs
Mar 2004 - Jan 2013
FAQ
Frequently asked questions about Michael Ortman
Quick answers generated from the profile data available on this page.
What company does Michael Ortman work for?
Michael Ortman works for Philocaly Hair Inc..
What is Michael Ortman's role at Philocaly Hair Inc.?
Michael Ortman is listed as Chief Financial Officer at Philocaly Hair Inc..
What is Michael Ortman's email address?
AeroLeads has found 1 work email signal at @mac.com for Michael Ortman at Philocaly Hair Inc..
Where is Michael Ortman based?
Michael Ortman is based in Calgary, Alberta, Canada while working with Philocaly Hair Inc..
What companies has Michael Ortman worked for?
Michael Ortman has worked for Philocaly Hair Inc., Rbc Dominion Securities Inc., Md Management Ltd., and Rbc Dominion Securities.
How can I contact Michael Ortman?
You can use AeroLeads to view verified contact signals for Michael Ortman at Philocaly Hair Inc., including work email, phone, and LinkedIn data when available.
What skills is Michael Ortman known for?
Michael Ortman is listed with skills including Estate Planning, Cash Flow Analysis, Client Focused, Personal Financial Planning, Insurance Planning, Organization, Investment Advisory, and Asset Allocation.
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