Portfolio Manager, Senior Investment Advisor, Insurance Advisor
Current- Investment Services & Solutions
- Risk Management
- Retirement Planning
- Estate Planning
- Group Benefits and Health Savings Account
Nov 2005 - Present
AeroLeads people directory · profile
Michael Stoller Email & Phone Number
Portfolio Manager, Senior Investment Advisor, Insurance Advisor at StollerWealth, CFP®, CIM®, FCSI
at
StollerWealth
1 work email found
@dundeewealth.com
2 phones found area 204
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager, Senior Investment Advisor, Insurance Advisor at StollerWealth, CFP®, CIM®, FCSI
Location
Winnipeg, Manitoba, Canada
Who is Michael Stoller? Overview
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Quick answer
Michael Stoller is listed as Portfolio Manager, Senior Investment Advisor, Insurance Advisor at StollerWealth, CFP®, CIM®, FCSI at StollerWealth, based in Winnipeg, Manitoba, Canada. AeroLeads shows a work email signal at dundeewealth.com, phone signal with area code 204, and a matched LinkedIn profile for Michael Stoller.
Michael Stoller previously worked as Portfolio Manager, Senior Investment Advisor, Insurance Advisor at Stollerwealth and Portfolio Manager, Senior Investment Advisor, Insurance Advisor at Ia Private Wealth. Michael Stoller studied at Fellow Of The Canadian Securities Institute.
Company email context
Email format at StollerWealth
This section adds company-level context without repeating Michael Stoller's masked contact details.
{first_initial}{last}@dundeewealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Michael Stoller. Compare company email patterns before reaching out.
Profile bio
About Michael Stoller
As your personal CFO (Chief Family Officer) I want to be the person you call for any financial decision. I help clients reach their personal goals by creating integrated financial solutions to simplify their life and guide them step by step through the stages of life. I use simple concepts and modify them to a custom fit solution for each client and find ways to turn liabilities into assets for my client’s families while protecting them in case of unforeseen circumstances.
Listed skills include Wealth Management, Investments, Investment Strategies, Financial Advisory, and 40 others.
Current workplace
Michael Stoller's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles · 30 years
Michael Stoller work experience
A career timeline built from the work history available for this profile.
Portfolio Manager, Senior Investment Advisor, Insurance Advisor
Current
Jan 2021 - Present
Portfolio Manager & Senior Investment Advisor
Feb 2011 - Jan 2021
Insurance Advisor
Nov 2005 - Jan 2021
Senior Investment Advisor
Nov 2005 - Feb 2011
Investment Advisor
Berkshire Securities Inc.
Aug 1998 - Nov 2005
Account Executive
Lgm Graphics
1996 - 1997
~1 yr
4 education records
Michael Stoller education
Education record
Fellow Of The Canadian Securities Institute
Education record
Chartered Investment Manager
Education record
Certified Financial Planner ®
Bachelor Of Commerce (Hons.), Marketing/Finance
FAQ
Frequently asked questions about Michael Stoller
Quick answers generated from the profile data available on this page.
What company does Michael Stoller work for?
Michael Stoller works for StollerWealth.
What is Michael Stoller's role at StollerWealth?
Michael Stoller is listed as Portfolio Manager, Senior Investment Advisor, Insurance Advisor at StollerWealth, CFP®, CIM®, FCSI at StollerWealth.
What is Michael Stoller's email address?
AeroLeads has found 1 work email signal at @dundeewealth.com for Michael Stoller at StollerWealth.
What is Michael Stoller's phone number?
AeroLeads has found 2 phone signal(s) with area code 204 for Michael Stoller at StollerWealth.
Where is Michael Stoller based?
Michael Stoller is based in Winnipeg, Manitoba, Canada while working with StollerWealth.
What companies has Michael Stoller worked for?
Michael Stoller has worked for Stollerwealth, Ia Private Wealth, Holliswealth, Holliswealth Insurance Agency Ltd., and Dundeewealth Inc..
How can I contact Michael Stoller?
You can use AeroLeads to view verified contact signals for Michael Stoller at StollerWealth, including work email, phone, and LinkedIn data when available.
What schools did Michael Stoller attend?
Michael Stoller studied at Fellow Of The Canadian Securities Institute.
What skills is Michael Stoller known for?
Michael Stoller is listed with skills including Wealth Management, Investments, Investment Strategies, Financial Advisory, Portfolio Management, Financial Services, Insurance, and Wealth.
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