Michael Newman, Cim, Cfp, F CSI
About Michael Newman, Cim, Cfp, F CSI
Michael Newman is a Wealth Planning Specialist at IG Wealth Management in Winnipeg, Manitoba, with over 20 years of experience in the financial sector. He holds professional designations as a CIM, CFP, and FCSI, and has a strong background in financial advisory roles across various institutions.
Work at IG Wealth Management
Michael Newman has been employed at IG Wealth Management as a Wealth Planning Specialist since 2018. In this role, he focuses on providing tailored wealth management solutions to clients in Winnipeg, Manitoba, Canada. His responsibilities include assessing client needs, developing financial strategies, and ensuring that clients receive comprehensive financial planning services.
Previous Financial Services Experience
Michael Newman has over 20 years of experience in the financial sector. He has held various positions, including Financial Advisor at TD from 2004 to 2010, Branch Manager at Citi from 1997 to 2004, and Senior Financial Advisor at CIBC from 2016 to 2018. His career also includes roles as Manager of Financial Services and Regional Sales Manager at TD, showcasing his extensive background in financial advisory and management.
Education and Expertise
Michael Newman studied at Red River College, where he focused on Accounting and Business/Management. He achieved a Business Administration degree from 1993 to 1995. Additionally, he holds professional designations including CIM (Chartered Investment Manager), CFP (Certified Financial Planner), and FCSI (Fellow of the Canadian Securities Institute), which reflect his expertise in investment management and financial planning.
Leadership and Coaching Skills
Throughout his career, Michael Newman has demonstrated strong leadership qualities, particularly in managerial roles. He enjoys coaching and developing others, contributing to team success and fostering a collaborative work environment. His ability to lead and mentor reflects his commitment to professional growth and customer-focused service.
Skills in Financial Planning
Michael Newman possesses strong skills in organizational, analytical, and decision-making processes. He excels in fast-paced sales environments, which enhances his ability to multitask and provide effective customer service. His focus on wealth planning and management is supported by his extensive experience and professional qualifications.