Mike Smith
Dalhousie University
Tell me more about Mike Smith?
Mike Smith is a highly experienced financial professional with 11.7 years of work experience. He possesses a wide range of skills including mortgage lending, wealth management, retirement planning, investments, and strategic financial planning. Based in Canada, Mike has worked at IG Wealth Management in various roles, including Financial Consultant and Senior Financial Consultant. He is known for making a positive impact on his clients' financial well-being.
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Emails and Phone Numbers
About
Making a positive impact on my clients financial well being.
Work Experience
Senior Consultant
Financial Consultant
Financial Services
Mike Smith's Professional Milestones
- Financial Consultant (2012-01-01~): Provided strategic financial advice to clients, optimizing their business strategies and driving revenue growth.
- Senior Consultant (2012-01-01~): Successfully managed complex financial matters, optimizing client's financial resources and ensuring financial stability.
Education
Bachelors,
Bachelor Of Arts
Skill
Mortgage Lending
Wealth Management
Retirement Planning
Investments
Strategic Financial Planning
Pensions
Risk Management
Mutual Funds
Business Analysis
Retirement
Portfolio Management
Financial Services
Financial Analysis
Financial Modeling
Management Consulting
Asset Management
Insurance
Financial Advisory
Investment Strategies
Estate Planning
Financial Planners
Banking
Requirements Gathering
Finance
Investment Advisory
Wealth
Asset Allocation
Critical Illness
Income Protection
Segregated Funds
Wealth Accumulation
Retirement Savings
Personal Financial Planning
Wealth Management Services
High Net Worth Individuals
Fixed Annuities
Financial Planning
Certification
Colleagues
Omkaram Artham
owner investorsgroup and investment management consultant
Geoffrey Gilliver
Financial Advisor | Personal Financial Planning And Wealth Management | Investors Group Business Owner
william funk
owner at investors group
Cory Shore
owner operator of 4ss consulting
Vince Daly
Owner
Other Named Mike Smith
Frequently asked questions
We found 3 Mike Smith's email addresses
We found 1 Mike Smith's phone numbers
Mike Smith's social media include: Linkedin,
Mike Smith works for IG Wealth Management
Mike Smith's role in IG Wealth Management is Senior Consultant
Mike Smith works in the industry of Financial Services
Mike Smith's colleagues are Omkaram Artham,Geoffrey Gilliver,william funk
Mike Smith's latest job experience is Senior Consultant at IG Wealth Management
Mike Smith's latest education in Dalhousie University