Michael Lindblad in

Michael Lindblad

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Head of Advisor Engagement, Eastern Region at Independent Advisor Solutions
📍 Whitby, Ontario, Canada

Michael Lindblad is the Head of Advisor Engagement for the eastern region at Independent Advisor Solutions. With a career in wealth management and sales since 1996, he specializes in supporting investment advisors with capital allocation and business development. He holds a Bachelor of Commerce from the University of Toronto.

His professional interests are extensive, following the strategies of major financial institutions like Goldman Sachs, Barclays, and RBC Dominion Securities. He also keeps up with management trends through publications like the Harvard Business Review, showing a deep commitment to his field.

Unique fact: Michael was a founding partner of Sarbit Asset Management, where he was instrumental in developing the firms business in the GTA and Eastern Ontario.

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Experience
32 Years
Current Role
Head of Advisor Engagement, Eastern Region
Job Level
Mid-senior
Location
Whitby, Ontario, Canada
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

Advisor Engagement
His current role focuses on leading engagement with financial advisors, reflecting his extensive career supporting them with portfolio and practice management.
Alternative Investments
His recent senior role at Waypoint Investment Partners and background highlight his focus on helping advisors utilize alternatives to build better portfolios.
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Career

Work history

6-2025
Head of Advisor Engagement, Eastern Region
Independent Advisor Solutions
7-2024 - 5-2025
Head of Sales
Dalfen Industrial LLC
1-2020 - 7-2024
Vice President, Wealth Management
Waypoint Investment Partners
9-2010 - 1-2020
Vice President, Sales
Vertex One Asset Management
6-2008 - 5-2010
Senior Consultant, Investments
Standard Life
In the press

Media appearances

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Education
1989 - 1995
B.Comm
University of Toronto - Victoria University
1984 - 1989
OSSD
Ajax High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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