Mike Miller

Senior Wealth Advisor @CIBC Wood Gundy

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

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WORK HISTORY

Nov 2021 — Present

Senior Wealth Advisor @CIBC Wood Gundy

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Toronto, ON, CA

EDUCATION

1993 — 1997

McMaster University

B Sc., Psychology

1997 — 1999

McMaster University

MBA, Finance

SKILLS

Wealth ManagementHigh Net Worth IndividualsInvestment AdvisoryAsset ManagementBranch BankingEquitiesSales ManagementCoachingInvestmentsMutual FundsBankingFinancial PlanningPortfolio ManagementFinancial AnalysisBloombergFixed IncomeFinancial AdvisoryManagementFinanceLeadershipWealth Management Services

ABOUT MIKE MILLER

With an extensive tenure at CIBC, my mission has evolved to master the art of wealth management for high net worth individuals, fostering an environment where long-term growth and multi-generational wealth transfer thrive. At CIBC Wood Gundy, our team orchestrates a seamless wealth management experience, integrating investment advisory services that align with each client\'s unique financial aspirations.Our approach is holistic and client-centric, beginning with a thorough discovery process that informs the strategic wealth plans we craft. These plans serve as the bedrock of our relationships, guiding our decisions and ensuring that we not only meet but exceed our clients\' expectations. Through collaborative efforts, we have established enduring third and fourth generational client relationships, a testament to the trust and efficacy of our wealth management

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Mike Miller — Senior Wealth Advisor at CIBC Wood Gundy in Toronto, ON, CA | Unifers