Marcelo Millar

Executive Financial Consultant - Millar & Associates Private Wealth Management @IG Wealth Management

Barrie, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2009 — Present

Executive Financial Consultant - Millar & Associates Private Wealth Management @IG Wealth Management

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I am a Certified Financial Planner (CFP) Professional. As a Senior Financial Consultant with Investors Group Financial Services Inc, my role is to help you set appropriate planning targets, identify gaps, highlight opportunities and provide you with a comprehensive financial plan that synchronizes all aspects of your financial life, including tax, retirement planning, cash management and more.

ABOUT MARCELO MILLAR

Life is constantly changing, which is why you need a plan, and a pro-active advisor, that…

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Marcelo Millar — Executive Financial Consultant - Millar & Associates Private Wealth Management at IG Wealth Management in Barrie, ON, CA | Unifers