Michelle Goldstein
York University
Tell me more about Michelle Goldstein?
Michelle Goldstein is a highly experienced financial advisor with over 35 years of work experience. She specializes in relationship management, strategy, banking, strategic planning, and credit cards. Based in Toronto, Canada, Michelle is dedicated to creating a holistic strategy that keeps her best interests front and center. With a focus on honesty, integrity, and commitment, Michelle creates a unique and flexible wealth management plan that supports immediate needs and long-term goals. She has worked for reputable institutions such as IG Wealth Management and Scotiabank, demonstrating her expertise in various roles within the financial services industry.
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About
Let me help bring order to your financial life by developing a holistic strategy that keeps your best interests front and center. At IG Wealth Management, we view client relationships as partnerships. In return for your trust. we promise honesty, integrity and 100% commitment. My goal is to create a unique and flexible wealth management plan to support your immediate needs and your long term goals. As a professional financial advisor, I put the focus on you, and translate your opportunities, goals and concerns into an ongoing dynamic plan that works for you.
...See MoreWork Experience
financial & planning professional
Government Administration
Michelle Goldstein's Professional Milestones
- Senior Manager Governance And Deposit Products, International Banking (2013-11-01~2017-10-01): Transformed global banking operations through strategic governance and deposit solutions, driving increased profitability and market penetration.
- Consultant | IG Financial Services (2018-08-01~): Identifying strategic opportunities to optimize financial programs and enhance client satisfaction and loyalty.
Education
Economics,
Business
Skill
Relationship Management
Strategy
Banking
Strategic Planning
Credit Cards
Financial Services
Retail Banking
Leadership
Debit Cards
Risk Management
Portfolio Management
Marketing Strategy
Crm
Product Development
Marketing
Analytics
Payments
Credit
Emv
Commercial Banking
Loyalty Programs
Credit Analysis
Internet Banking
Business Relationship Management
Direct Marketing
Financial Risk
Electronic Payments
Management
Business Development
Segmentation
Business Strategy
Product Management
Team Leadership
Financial Analysis
Certification
Colleagues
Kassie Dwarika
communications & strategy consultant | founder | pmp®
Omar Ali
director of operations at islamic society of ajax
Lisa Conway
Director
Hebe Ong-Lim
Director
Jeff A.
director of product management roles sought
Other Named Michelle Goldstein
Frequently asked questions
We found 4 Michelle Goldstein's email addresses
We found 1 Michelle Goldstein's phone numbers
Michelle Goldstein's social media include: Linkedin,
Michelle Goldstein works for Elections Ontario
Michelle Goldstein's role in Elections Ontario is financial & planning professional
Michelle Goldstein works in the industry of Government Administration
Michelle Goldstein's colleagues are Kassie Dwarika,Omar Ali,Lisa Conway
Michelle Goldstein's latest job experience is financial & planning professional at Elections Ontario
Michelle Goldstein's latest education in York University