Michael Squires, Cim®

Michael Squires, Cim® Email and Phone Number

Senior Wealth Advisor and Founder at Squires Wealth Advisory Group @ CIBC Wood Gundy
Canada
Michael Squires, Cim®'s Location
Canada, Canada
About Michael Squires, Cim®

I got into the wealth management business because I love developing genuine relationships with like minded, driven people. For almost 10 years, meeting with client’s and developing real relationships is what I have enjoyed the most. Learning about what matters most and creating a plan to help them achieve it, is where I add value.In partnership with my team at CIBC, I assist clients with the personalized financial solutions they often need. From helping with everyday banking and lending to sophisticated trust, estate and financial planning solutions, my team and I have got you covered! For you and your family • Financial planning • Retirement solutions • Full range of investment products • Tax effective investments • Low cost managed portfolios • Estate planning and insurance For your business (corporation)I offer solutions that are geared to all stages of your business cycle such as: • Corporate structuring and tax efficiency• Corporate insurance • Philanthropy • Business transition planning • Preferred pricing on credit and banking solutions• Business succession planning Believe it or not, the above only scratches the surface of how I can/do help clients, If you're interested in learning more, send me a message on LinkedIn or email michael.squires@cibc.comwww.cibc.com/pwm-socialmediadisclaimer

Michael Squires, Cim®'s Current Company Details
CIBC Wood Gundy

Cibc Wood Gundy

View
Senior Wealth Advisor and Founder at Squires Wealth Advisory Group
Canada
Employees:
2805
Michael Squires, Cim® Work Experience Details
  • Cibc Wood Gundy
    Senior Wealth Advisor And Founder At Squires Wealth Advisory Group
    Cibc Wood Gundy
    Canada
  • Cibc Wood Gundy
    Senior Wealth Advisor
    Cibc Wood Gundy Apr 2017 - Present
    Nova Scotia, Canada
    Investment Advisor and Partner
  • Cibc Wood Gundy
    Associate
    Cibc Wood Gundy May 2015 - May 2017
    Wolfville, Nova Scotia
  • Acadia University
    Volunteer Football Coach
    Acadia University Aug 2015 - Jun 2022
    Wolfville, Nova Scotia
    2021-2022 - Offensive Assistant 2020: Offensive Assistant, Receivers Coach, Social Media Coordinator and Maritime Recruiter. Previous Responsibilities:2017 Receiver and Maritime Recruiter2016 Running-Backs Coach and Special Teams Assistant2015 Running-Backs Coach and Special Teams Assistant
  • Maitland
    Account Manager
    Maitland Feb 2013 - Jun 2016
    Halifax, Nova Scotia
    Working directly with Team Members, Portfolio Managers, Shareholders, and Financial Institutions to ensure all aspect of their Hedge Funds are properly managed and serviced.My primary responsibilities as an Account Manager include:Receive, Review and Process multi-million dollar transactions (Subscriptions, Redemptions, Transfers, Switches, Distributions, Etc).Providing information to Shareholders and Investment Mangers regarding monthly valuations.Supporting the NAV team, and Investment Managers to ensure all Investors receive correct and timely information.Follow Anti Money Laundering (AML), Know Your Client (KYC) and FATCA regulatory compliance requirements.Using Hedge Fund Administration Software, Banking Software, Microsoft Outlook and Microsoft Excel to optimize productivity.
  • Intergy
    Manager Of Extended Stay And Special Projects
    Intergy Jun 2012 - Jan 2013
    Halifax, Canada Area
    My primary focus is in Extended stay accommodations for over 35 Condos and 45 hotels though out Canada. This required me to determine and meet the needs of various clients throughout the country. While with Intergy I also planned and executed the Saltscapes Tall Ships event as well as assited on a number of other sales driven initiatives.
  • Fgl Sports Ltd
    Sportchek Retail Sales Associate
    Fgl Sports Ltd Nov 2004 - Aug 2010
    Halifax, Canada Area
    Customer facing sales associate in a variety of sporting goods departments.

Michael Squires, Cim® Education Details

  • University Of Waterloo
    School Of Accounting And Finance (Saf)
  • Canadian Securities Institute
    Canadian Securities Institute
    Chartered Investment Manager
  • Canadian Securities Institute
    Canadian Securities Institute
    Wealth Management Essentials
  • Canadian Securities Institute
    Canadian Securities Institute
    Advanced Investment Advice
  • Canadian Securities Institute
    Canadian Securities Institute
    Investment Advisor Training Program
  • Canadian Securities Institute
    Canadian Securities Institute
    Conduct And Practices Handbook Course
  • Canadian Securities Institute
    Canadian Securities Institute
    Canadian Securities Course
  • Acadia University
    Secondary Education And Teaching

Frequently Asked Questions about Michael Squires, Cim®

What company does Michael Squires, Cim® work for?

Michael Squires, Cim® works for Cibc Wood Gundy

What is Michael Squires, Cim®'s role at the current company?

Michael Squires, Cim®'s current role is Senior Wealth Advisor and Founder at Squires Wealth Advisory Group.

What schools did Michael Squires, Cim® attend?

Michael Squires, Cim® attended Acadia University, University Of Waterloo, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Acadia University.

Who are Michael Squires, Cim®'s colleagues?

Michael Squires, Cim®'s colleagues are Jessica Becker, Sandra Dyck Ba, Cim, Fma, Fcsi, Bryce Daniels, Misty Mcmanus Wentland, Victoria Granger, Jennifer Wagner Laframboise, Connor Brown, Cfa.

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