Mike Waller
Kelowna
IPC Securities Corporation
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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Mike Waller
Portfolio Manager
Mike grew up in Kelowna where his family opened Lakeside Pharmacy in 1971.
After completing high school at Mount Boucherie Mike went to Ottawa for
university where he attended and graduated from Carleton University in 1988.
While attending university, Mike met his wife, Lynn. After finishing university
Mike entered the financial services industry in 1988, in Ottawa. While Ottawa
is a beautiful city, after growing up in Kelowna, winter seemed a little excessive
in the nation’s capital. Therefore, relocation back to Kelowna was in order, so in 1990 Mike and Lynn moved
to Kelowna. Mike continued to grow his practice and raise his family with Lynn in Kelowna. First, he was
blessed with a daughter named Samantha and soon after a son named Cameron. Now his family continues
to expand in Kelowna with the arrival of his granddaughter Eastyn in 2022.
Mike has continued to work on educating himself. He completed his CLU® (Chartered Life Underwriter)
designation in 1998, in 2000 received his Certified finanCial Planner designation (CFP®) and in 2016
Mike completed his CIM® (Chartered Investment Manager®). Beyond this Mike usually spends 40 to 60
hours per year in seminars and continuing to update his financial planning knowledge.
In 2022 Mike was recognized by the Globe and Mail as one of British Columbia’s top wealth advisors. Mike’s
focus for his business is comprehensive financial planning with wealth management, retirement and estate
planning being his specialties.
Portfolio Manager
Mike grew up in Kelowna where his family opened Lakeside Pharmacy in 1971.
After completing high school at Mount Boucherie Mike went to Ottawa for
university where he attended and graduated from Carleton University in 1988.
While attending university, Mike met his wife, Lynn. After finishing university
Mike entered the financial services industry in 1988, in Ottawa. While Ottawa
is a beautiful city, after growing up in Kelowna, winter seemed a little excessive
in the nation’s capital. Therefore, relocation back to Kelowna was in order, so in 1990 Mike and Lynn moved
to Kelowna. Mike continued to grow his practice and raise his family with Lynn in Kelowna. First, he was
blessed with a daughter named Samantha and soon after a son named Cameron. Now his family continues
to expand in Kelowna with the arrival of his granddaughter Eastyn in 2022.
Mike has continued to work on educating himself. He completed his CLU® (Chartered Life Underwriter)
designation in 1998, in 2000 received his Certified finanCial Planner designation (CFP®) and in 2016
Mike completed his CIM® (Chartered Investment Manager®). Beyond this Mike usually spends 40 to 60
hours per year in seminars and continuing to update his financial planning knowledge.
In 2022 Mike was recognized by the Globe and Mail as one of British Columbia’s top wealth advisors. Mike’s
focus for his business is comprehensive financial planning with wealth management, retirement and estate
planning being his specialties.
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