Millie Gormely, Cfp® Email and Phone Number
Millie Gormely, Cfp® work email
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Millie Gormely, Cfp® personal email
Let’s talk about something fun! Death. Divorce. Job loss. A lottery win! What’s the common thread? These are sudden events (“oh, shit” moments) that make a huge change in your financial life. You’ve just gone through something massive, you’re overwhelmed with the details of how to manage your new reality. You could end up living large, or you could be terrified of losing it all and ending up on the streets because you don’t know the right next steps to take. I’m Millie Gormely, and I help you get from “oh shit, now what?” to “I’m going to be OK” by growing your money and making strategic decisions to ensure you will always have more than enough.As a CERTIFIED FINANCIAL PLANNER® professional, I can help you identify your true investment style, implement appropriate strategies, uncover any gaps that may exist in your insurance portfolio, and deliver solutions tailored to your unique situation. Looking forward to connecting - let's talk about how I can help you be calm, comfortable and confident about your financial future! 😄 https://outlook.office.com/bookings/homepage
Ig Wealth Management
View- Website:
- investorsgroup.com
- Employees:
- 270
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Certified Financial Planner®Ig Wealth ManagementThunder Bay, On, Ca
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Communications ChairCawee Canadian Association Of Women Executives And Entrepreneurs Sep 2024 - Present -
Certified Financial Planner®Ig Wealth Management Mar 2019 - PresentThunder Bay, Ontario, CanadaInvestors Group Financial Services Inc. -
Public Policy AmbassadorFinancial Planning Standards Council (Fpsc) Aug 2015 - PresentPublic Policy Ambassadors raise awareness with politicians across Canada about the importance of financial planning and the need to establish appropriate regulatory standards for all those who call themselves “financial planners.” Public Policy Ambassadors do this by meeting with their local MPPs, educating them on the vitally important role qualified, professional financial planners play in the lives of their constituents, and explaining to them the lack of–and need for–appropriate regulatory standards for all “financial planners” in Canada. -
Financial Planner, Investment & Retirement PlanningBank Of Montreal Jul 2011 - Mar 2019Thunder Bay, OntarioThe Financial Planner's job is building meaningful relationships that are based on understanding the clients goals and concerns, and by offering financial planning advice that is clearly based on this understanding. The Financial Planner must ensure clients are provided with regular planning conversations to align goals, risk tolerance, and specific savings and investing strategies, and that they are appropriately invested to meet their current and future financial needs. -
MemberAdvocis North Western Ontario 2006 - 2014Public Awareness Chair
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MemberThunder Bay Institute Of Professional Advisors Sep 2007 - May 2012
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MemberTbrhsc Society Of Gift Planning Advisors 2009 - Jul 2011
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Financial ConsultantIg Wealth Management Jul 2006 - Jul 2011Investors Group Financial Services Inc.As a Certified Financial Planner professional, I joined IG Wealth Management in 2006.
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On-Air AnnouncerMagic 99.9/105.3 The Giant Nov 2005 - Jul 2010Evenings, weekends, overnights, fill-in on days, voiceovers...anything and everything on the air!
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Community Admissions AssessorNorthern Ontario School Of Medicine 2004 - 2010Assisted in screening of medical school applicants, both written and personal interviews
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Casualty Claims RepresentativeIng Insurance Company Of Canada Nov 2001 - Jul 2006Claims adjuster specializing in liability and accident benefits claims..
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On-Air TalentDougall Media Oct 1998 - Nov 2005"Weather girl" for Thunder Bay Television News, occasional radio shifts and remotes, some reporting in the early days as well.
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AnnouncerDougall Media 1997 - 2004weather presenter, TBT News
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Claims AdjusterA.R. Macleay Limited Nov 1998 - Nov 2001All lines claims adjusting including City of Thunder Bay liability & property damage claims, auto accident benefits injury claims.
Millie Gormely, Cfp® Skills
Millie Gormely, Cfp® Education Details
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Canadian Securities InstituteCanadian Securities Course -
Canadian Institute For Elder Planning StudiesFinancial Planning Issues For Seniors
Frequently Asked Questions about Millie Gormely, Cfp®
What company does Millie Gormely, Cfp® work for?
Millie Gormely, Cfp® works for Ig Wealth Management
What is Millie Gormely, Cfp®'s role at the current company?
Millie Gormely, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER®.
What is Millie Gormely, Cfp®'s email address?
Millie Gormely, Cfp®'s email address is mi****@****oup.com
What schools did Millie Gormely, Cfp® attend?
Millie Gormely, Cfp® attended Canadian Securities Institute, Canadian Institute For Elder Planning Studies.
What skills is Millie Gormely, Cfp® known for?
Millie Gormely, Cfp® has skills like Retirement Planning, Strategic Financial Planning, Investments, Financial Advisory, Estate Planning, Leadership, Financial Planning, Investment Advisory, Wealth, Wealth Management, Financial Services, Mutual Funds.
Who are Millie Gormely, Cfp®'s colleagues?
Millie Gormely, Cfp®'s colleagues are Elaine Jose, Robert Middelkoop, Jacinthe Mallais, B Ng.
Not the Millie Gormely, Cfp® you were looking for?
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Millie Gormely, CFP - IG Wealth Management
Portage La Prairie, Mb
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