AeroLeads people directory · profile
Millie Gormely, Cfp® Email & Phone Number
CERTIFIED FINANCIAL PLANNER®
at
IG Wealth Management
1 work email found
@investorsgroup.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER®
Location
Thunder Bay, Ontario, Canada
Company size
Who is Millie Gormely, Cfp®? Overview
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Quick answer
Millie Gormely, Cfp® is listed as CERTIFIED FINANCIAL PLANNER® at IG Wealth Management, a company with 270 employees, based in Thunder Bay, Ontario, Canada. AeroLeads shows a work email signal at investorsgroup.com and a matched LinkedIn profile for Millie Gormely, Cfp®.
Millie Gormely, Cfp® previously worked as Communications Chair at Cawee Canadian Association Of Women Executives And Entrepreneurs and Public Policy Ambassador at Financial Planning Standards Council (Fpsc). Millie Gormely, Cfp® holds Canadian Securities Course from Canadian Securities Institute.
Company email context
Email format at IG Wealth Management
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*@investorsgroup.com
71% confidence
AeroLeads found 1 current-domain work email signal for Millie Gormely, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Millie Gormely, Cfp®
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
Listed skills include Retirement Planning, Strategic Financial Planning, Investments, Financial Advisory, and 28 others.
Current workplace
Millie Gormely, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ig Wealth Management
15 roles · 29 years
Millie Gormely, Cfp® work experience
A career timeline built from the work history available for this profile.
Communications Chair
Current
Sep 2024 - Present
Mar 2019 - Present
Public Policy Ambassador
CurrentPublic 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.
Aug 2015 - Present
Financial Planner, Investment & Retirement Planning
The 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.
Jul 2011 - Mar 2019
Member
Advocis North Western Ontario
Public Awareness Chair
2006 - 2014
~8 yrs
Member
Thunder Bay Institute Of Professional Advisors
Sep 2007 - May 2012
Member
Tbrhsc Society Of Gift Planning Advisors
2009 - Jul 2011
Financial Consultant
Investors Group Financial Services Inc.As a Certified Financial Planner professional, I joined IG Wealth Management in 2006.
Jul 2006 - Jul 2011
On-Air Announcer
Magic 99.9/105.3 The Giant
Evenings, weekends, overnights, fill-in on days, voiceovers...anything and everything on the air!
Nov 2005 - Jul 2010
Community Admissions Assessor
Northern Ontario School Of Medicine
Assisted in screening of medical school applicants, both written and personal interviews
2004 - 2010
~6 yrs
Casualty Claims Representative
Ing Insurance Company Of Canada
Claims adjuster specializing in liability and accident benefits claims..
Nov 2001 - Jul 2006
On-Air Talent
Dougall Media
"Weather girl" for Thunder Bay Television News, occasional radio shifts and remotes, some reporting in the early days as well.
Oct 1998 - Nov 2005
Announcer
Dougall Media
weather presenter, TBT News
1997 - 2004
~7 yrs
Claims Adjuster
A.R. Macleay Limited
All lines claims adjusting including City of Thunder Bay liability & property damage claims, auto accident benefits injury claims.
Nov 1998 - Nov 2001
Team & coworkers
Colleagues at IG Wealth Management
Other employees you can reach at investorsgroup.com. View company contacts for 270 employees →
RM
Robert Middelkoop
Colleague at Ig Wealth Management
Warman, Saskatchewan, Canada, Canada
View →
EJ
Elaine Jose
Colleague at Ig Wealth Management
Winnipeg, Manitoba, Canada, Canada
View →
JM
Jacinthe Mallais
Colleague at Ig Wealth Management
Campbellton, New Brunswick, Canada, Canada
View →
BN
B Ng
Colleague at Ig Wealth Management
Winnipeg, Manitoba, Canada, Canada
View →
Robert Middelkoop
Colleague at Ig Wealth Management
Warman, Saskatchewan, Canada, Canada
View →
EJ
Elaine Jose
Colleague at Ig Wealth Management
Winnipeg, Manitoba, Canada, Canada
View →
JM
Jacinthe Mallais
Colleague at Ig Wealth Management
Campbellton, New Brunswick, Canada, Canada
View →
BN
B Ng
Colleague at Ig Wealth Management
Winnipeg, Manitoba, Canada, Canada
View →
2 education records
Millie Gormely, Cfp® education
Canadian Securities Course
Canadian Securities Institute
Epc Elder Planning Counselof, Financial Planning Issues For Seniors
Canadian Institute For Elder Planning Studies
FAQ
Frequently asked questions about Millie Gormely, Cfp®
Quick answers generated from the profile data available on this page.
What company does Millie Gormely, Cfp® work for?
Millie Gormely, Cfp® works for IG Wealth Management.
What is Millie Gormely, Cfp®'s role at IG Wealth Management?
Millie Gormely, Cfp® is listed as CERTIFIED FINANCIAL PLANNER® at IG Wealth Management.
What is Millie Gormely, Cfp®'s email address?
AeroLeads has found 1 work email signal at @investorsgroup.com for Millie Gormely, Cfp® at IG Wealth Management.
Where is Millie Gormely, Cfp® based?
Millie Gormely, Cfp® is based in Thunder Bay, Ontario, Canada while working with IG Wealth Management.
What companies has Millie Gormely, Cfp® worked for?
Millie Gormely, Cfp® has worked for Ig Wealth Management, Cawee Canadian Association Of Women Executives And Entrepreneurs, Financial Planning Standards Council (Fpsc), Bank Of Montreal, and Advocis North Western Ontario.
Who are Millie Gormely, Cfp®'s colleagues at IG Wealth Management?
Millie Gormely, Cfp®'s colleagues at IG Wealth Management include Robert Middelkoop, Elaine Jose, Jacinthe Mallais, and B Ng.
How can I contact Millie Gormely, Cfp®?
You can use AeroLeads to view verified contact signals for Millie Gormely, Cfp® at IG Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Millie Gormely, Cfp® attend?
Millie Gormely, Cfp® holds Canadian Securities Course from Canadian Securities Institute.
What skills is Millie Gormely, Cfp® known for?
Millie Gormely, Cfp® is listed with skills including Retirement Planning, Strategic Financial Planning, Investments, Financial Advisory, Estate Planning, Leadership, Financial Planning, and Investment Advisory.
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