Bill Ritchie Email and Phone Number
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I have been in the financial services industry for over 35 years. My experience encompasses adjudicating loans and mortgages, building a wealth management practice and providing investment advice in areas of mutual funds and insurance, co-founding GICdirect.com Financial Services Ltd and operating it as President & CEO. GICdirect offers the highest GIC rates to Canadians from an extensive network of Financial Institutions, including Banks, Trust Companies and Credit Unions. Under my watch, GICdirect grew from zero to over $500 million in GIC assets under administration and became one of the best known GIC brokers in Canada, servicing thousands of Canadians from coast to coast. I successfully negotiated the sale and merger of GICdirect with Monarch Wealth GIC Services Inc in November 2022 to create one of Canada's largest deposit brokers managing over $1 billion in GIC's for Canadians across the country. I am now looking forward to seeking out new opportunities in which to apply my significant experience in financial services and investor relationships.Areas of expertise: Entreprenurship, Team building and coaching, Strategic alliances and Business development, Investments, Loans and Mortgages, Real Estate investing
Cypress Hills Partners
View- Website:
- cypresshillspartners.com
- Employees:
- 8
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Vp, Institutional PartnershipsCypress Hills Partners Feb 2024 - PresentVancouver, British Columbia, Canada
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President And CeoGicdirect.Com Financial Services Ltd. / Monarch Wealth Gic Services Inc. Jun 2000 - Feb 2023Victoria Bc, CanadaGICdirect is one of Canada's largest and best known deposit broker firms that provides clients with the highest GIC (Guaranteed Investment Certificate) rates from it's extensive network of 40 different financial institutions. With it's dominant positioning on the major search engines and with Associate Branches from coast to coast, GICdirect is entrusted by thousands of Canadians across the country to manage hundreds of millions of dollars in GIC's for them every year. As President and CEO, Bill is responsible for corporate finance, marketing and growth strategies for the company.
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Branch Manager/Investment AdvisorInvestment Planning Counsel 2001 - 2008Provided financial planning and investment advice to over 120 families while at the same time I was also responsible for all branch operations and compliance issues relating to the securities industry. During this time, I also co-founded GICdirect.com Financial Services Ltd. and was instrumental in developing and growing all aspects of the business on a national scale. -
Investment Advisor, Branch ManagerAfp Wealth Management 1999 - 2001Provided wealth management, investment advice and financial planning services to clients, as well as overseeing compliance issues in a branch of 5 financial advisors.
Bill Ritchie Skills
Bill Ritchie Education Details
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Political Science
Frequently Asked Questions about Bill Ritchie
What company does Bill Ritchie work for?
Bill Ritchie works for Cypress Hills Partners
What is Bill Ritchie's role at the current company?
Bill Ritchie's current role is Providing financial institutions and independent wealth managers with exposure to Cypress Hills Partners' private credit strategies and direct participation interests..
What is Bill Ritchie's email address?
Bill Ritchie's email address is bi****@****ect.com
What is Bill Ritchie's direct phone number?
Bill Ritchie's direct phone number is +125088*****
What schools did Bill Ritchie attend?
Bill Ritchie attended Royal Roads University, University Of Victoria.
What are some of Bill Ritchie's interests?
Bill Ritchie has interest in Investing, Real Estate, Reading, Business Opportunities, Squash, Self Improvement, Weight Lifting, Hockey, Golf, Travel.
What skills is Bill Ritchie known for?
Bill Ritchie has skills like Investments, Wealth Management, Mortgage Lending, Financial Services, Financial Analysis, Loans, Finance, Investment Properties, Strategic Financial Planning, Banking, Management, Mutual Funds.
Who are Bill Ritchie's colleagues?
Bill Ritchie's colleagues are Amanda Golubics, Catherine Tan, Chantal Daggett, Dean Linden, Catherine Tan, Kelly Klatik, Icd.d, Mba, Kevin Hung, Cfa, Caia.
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Bill Ritchie
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