Michael Newman, Cim, Pfp, F CSI
About Michael Newman, Cim, Pfp, 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 has a strong background in wealth planning and management, having held various leadership roles at multiple financial institutions.
Work at IG Wealth Management
Michael Newman has been employed as a Wealth Planning Specialist at IG Wealth Management since 2018. He has worked in this role for six years in Winnipeg, Manitoba, Canada. In his position, he focuses on providing customer-centered service and wealth management solutions, leveraging his extensive experience in the financial sector.
Previous Experience in Financial Services
Prior to joining IG Wealth Management, Michael Newman held various positions in the financial services industry. He worked at TD as a Regional Sales Manager for one year and served as a Branch Manager for 11 months. His experience also includes a six-year tenure as a Financial Advisor at TD and a two-year role as a Senior Financial Advisor at CIBC. Additionally, he worked at Citi as a Branch Manager for seven years.
Education and Expertise
Michael Newman studied at Red River College, where he completed a Business Administration program with a focus on Accounting and Business Management from 1993 to 1995. His educational background supports his expertise in wealth planning and management, contributing to his over 20 years of experience in the financial sector.
Leadership and Mentorship Skills
Michael Newman demonstrates strong leadership and mentorship capabilities. He enjoys coaching and developing others, which reflects his commitment to fostering growth in his team. His ability to multitask in a fast-paced sales environment further enhances his effectiveness as a leader in the financial industry.
Skills and Competencies
Michael Newman possesses strong organizational, analytical, and decision-making skills, which are essential in the financial industry. He is recognized for his attention to detail and adaptability, enabling him to thrive in the dynamic environment of wealth planning and management.