Michelle Goldstein
financial & planning professional@ Elections Ontario
Toronto, Ontario, Canada
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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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Skills & Insights
Colleagues

Emails and Phone Numbers

@rogers.com
@elections.on.ca
@investorsgroup.com
@ig.ca
+1 888668****
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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.

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Work Experience

51 Rolark Drive, Toronto, Ontario, M1R 3B1, CA

Government Administration

435
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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.
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Education

York University
York University

Economics,

Business