Michael Stoller

Michael Stoller Email and Phone Number

Portfolio Manager, Senior Investment Advisor, Insurance Advisor at StollerWealth, CFP®, CIM®, FCSI @ StollerWealth
Michael Stoller's Location
Winnipeg, Manitoba, Canada, Canada
Michael Stoller's Contact Details

Michael Stoller personal email

n/a

Michael Stoller phone numbers

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.

Michael Stoller's Current Company Details
StollerWealth

Stollerwealth

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Portfolio Manager, Senior Investment Advisor, Insurance Advisor at StollerWealth, CFP®, CIM®, FCSI
Michael Stoller Work Experience Details
  • Stollerwealth
    Portfolio Manager, Senior Investment Advisor, Insurance Advisor
    Stollerwealth Nov 2005 - Present
    Winnipeg, Manitoba, Canada
    • Investment Services & Solutions• Risk Management• Retirement Planning• Estate Planning• Group Benefits and Health Savings Account
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  • Ia Private Wealth
    Portfolio Manager, Senior Investment Advisor, Insurance Advisor
    Ia Private Wealth Jan 2021 - Present
    View
  • Holliswealth
    Portfolio Manager & Senior Investment Advisor
    Holliswealth Feb 2011 - Jan 2021
    Winnipeg, Canada Area
    View
  • Holliswealth Insurance Agency Ltd.
    Insurance Advisor
    Holliswealth Insurance Agency Ltd. Nov 2005 - Jan 2021
    View
  • Dundeewealth Inc.
    Senior Investment Advisor
    Dundeewealth Inc. Nov 2005 - Feb 2011
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  • Berkshire Securities Inc.
    Investment Advisor
    Berkshire Securities Inc. Aug 1998 - Nov 2005
  • Lgm Graphics
    Account Executive
    Lgm Graphics 1996 - 1997

Michael Stoller Skills

Wealth Management Investments Investment Strategies Financial Advisory Portfolio Management Financial Services Insurance Wealth Investment Management Retirement Planning Strategic Financial Planning Mutual Funds Financial Planning Finance Financial Planners Investment Advisory High Net Worth Individuals Wealth Management Services Asset Management Estate Planning Retirement Securities Asset Allocation Alternative Investments Equities Relationship Management Risk Management Disability Insurance Critical Illness Certified Financial Planner Fixed Annuities Pensions Term Life Insurance Fixed Income Senior Investment Advisor Chartered Investment Manager Tax Planning Life Insurance Mortgage Marketing Education Planning Health Spending Mortgage Services Dundeewealth Customized Financial Solutions

Michael Stoller Education Details

  • Fellow Of The Canadian Securities Institute
    Fellow Of The Canadian Securities Institute
  • Chartered Investment Manager
    Chartered Investment Manager
  • Certified Financial Planner ®
    Certified Financial Planner ®
  • University Of Manitoba
    University Of Manitoba
    Marketing/Finance
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Frequently Asked Questions about Michael Stoller

What company does Michael Stoller work for?

Michael Stoller works for Stollerwealth

What is Michael Stoller's role at the current company?

Michael Stoller's current role is Portfolio Manager, Senior Investment Advisor, Insurance Advisor at StollerWealth, CFP®, CIM®, FCSI.

What is Michael Stoller's email address?

Michael Stoller's email address is ms****@****lth.com

What is Michael Stoller's direct phone number?

Michael Stoller's direct phone number is +120479*****

What schools did Michael Stoller attend?

Michael Stoller attended Fellow Of The Canadian Securities Institute, Chartered Investment Manager, Certified Financial Planner ®, University Of Manitoba.

What skills is Michael Stoller known for?

Michael Stoller has skills like Wealth Management, Investments, Investment Strategies, Financial Advisory, Portfolio Management, Financial Services, Insurance, Wealth, Investment Management, Retirement Planning, Strategic Financial Planning, Mutual Funds.

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