Michael Mallinos
Managing Director @Ci Private Wealth Canada
Signup · Get unlimited contacts
WORK HISTORY
Managing Director @Ci Private Wealth Canada
Toronto, ON, CA
EDUCATION
University of Toronto
B.A., Economics
UBC Sauder School of Business
Family Enterprise Advisor, Family Business and Succession Planning
SKILLS
ABOUT MICHAEL MALLINOS
Understanding that wealth means more just the numbers, Michael facilitates a focus on open and transparent communication, helping families define their own unique “Philosophy of Wealth”. A clear understanding of where the family is headed forms the foundation of a successful transition plan. Michael Mallinos, a Principal and founding Partner of Stonegate Private Counsel, brings extensive experience in managing all facets of a high net worth families’ financial affairs. Michael has worked for many years developing one of the only ‘multi-family office’ solutions in Canada- dealing with the successful transition of wealth from one generation to the next.Michael has worked with High Net Worth families for more than 17 years, and holds the Family Enterprise Advisor designation (FEA), along with being a Certified Financial Planner (CFP), Financial Management Advisor (FMA) and Chartered Investment Manager (CIM). He earned his Bachelor’s degree in Economics from the University of Toronto and is involved in various charities, serving as a current member of the Royal Patron’s Circle, a past Co-Chair of the Young Patron’s Circle and a current member of the Planned Giving Committee all at the Royal Ontario Museum. He is also a founding member and board member of the Sarcoma Cancer Foundation of Canada.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.