CFP, FMA, CIM
Financial Advisor & Associate Portfolio Manager
Mihaela joined the NWM planning team in 2011, with over 20 years of experience in the investment industry as a sales assistant and a financial planner assistant.
She currently holds the Financial Management Advisor and Chartered Investment Manager designations, along with the Securities, Options, and Life Insurance Licences, and is registered with the BCSC as an Associate Advising Representative.
She has also successfully completed numerous industry courses, including the CFP, CLU Level 1, LLQP, PFP, CSC, CPH, Derivatives Fundamentals Course, and Wealth Management Techniques. Having completed the CFP Level 1 exam, Mihaela is also now a registered FPSC candidate.
Outside the office, Mihaela enjoys spending time with her son and husband, which includes cooking, traveling, and playing volleyball and tennis.
Best book to read on a long flight?
I usually read Romanian poetry
What is your favorite website to waste time on?
Living 6 months of the year in the South of France
Best concert ever attended?