Millie Gormely
Certified Financial Planner @IG Wealth Management
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WORK HISTORY
Certified Financial Planner @IG Wealth Management
Thunder Bay, ON, CA
IG Wealth Management Inc. Mutual Funds Division
EDUCATION
Https://Www.linkedin.com/Company/Knowledge-Bureau/
MFA-P Master Financial Advisor - Philanthropy, Financial Planning and Services
Canadian Institute for Elder Planning Studies
EPC Elder Planning Counselof, financial planning issues for seniors
Canadian Securities Institute
Canadian Securities Course
SKILLS
ABOUT MILLIE GORMELY
Most people don’t look for a financial planner when everything is going smoothly. They reach out when something changes.Divorce. A career shift. Losing a partner. An inheritance. Realizing retirement is closer than it used to be.These moments require real decisions — often quickly — and the cost of getting them wrong can be permanent.I’m Millie Gormely, a CERTIFIED FINANCIAL PLANNER® professional, and I work with independent women navigating major life transitions.My role is to bring structure to complexity.That means:• Coordinating investments, tax strategy, insurance, and cash flow into one cohesive plan• Identifying blind spots before they become expensive mistakes• Making risk understandable and intentional• Turning uncertainty into clear next stepsI don’t chase returns, and I don’t offer generic advice. I provide comprehensive financial planning designed to protect your independence and support the life you’re building next.Good planning doesn’t eliminate uncertainty. It ensures you’re making informed decisions — not reactive ones.If you’re facing change and want experienced, grounded guidance, let’s talk.
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