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Brian Loza Email & Phone Number
Manager, RDSP
at
Fidelity Canada
1 work email found
@bmo.com
13 phones found area 978, 614, 617, 508, 248, 270, 513, 713, and 903
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Brian Loza? Overview
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Quick answer
Brian Loza is listed as Manager, RDSP at Fidelity Canada, a with 1806 employees, based in Canada. AeroLeads shows a work email signal at bmo.com, phone signal with area code 978, 614, 617, 508, 248, 270, 513, 713, 903, and a matched LinkedIn profile for Brian Loza.
Brian Loza previously worked as Registered Plan Administrator 2 at Aviso and Small Business Owner at Importing/Exporting & Pizzeria. Brian Loza holds Financial Servcies, Finance from George Brown College.
Company email context
Email format at Fidelity Canada
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{first}.{last}@bmo.com
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AeroLeads found 1 current-domain work email signal for Brian Loza. Compare company email patterns before reaching out.
Profile bio
About Brian Loza
I am a Registered Plan Administrator II at Aviso Wealth Inc, a leading provider of wealth management solutions in Canada. I have over 10 years of experience in the financial industry, with a CSC credential and a specialization in registered plans, such as RDSPs, RESPs and RRSPs. I am well-versed in the Income Tax Act, MFDA guidelines, and ESDC regulations, and I have participated in council boards and established close relationships with ESDC representatives.In addition to my financial expertise, I have also demonstrated my entrepreneurial spirit and business acumen by owning and operating two successful businesses in Ecuador, importing and selling retail products from China and running a Pizzeria Bar. I have increased revenue, optimized processes, and enhanced customer satisfaction through effective marketing, event management, cross-promotion, and negotiation strategies. I am passionate about creating value for clients and organizations, and I am always eager to learn new skills and take on new challenges.
Listed skills include Mutual Funds, Wealth Management, Banking, Investment Strategies, and 10 others.
Current workplace
Brian Loza's current company
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Fidelity Canada
6 roles
Brian Loza work experience
A career timeline built from the work history available for this profile.
Registered Plan Administrator 2
A detail-oriented administrator with expertise in managing and analyzing inbound reporting data for Registered Disability Savings Plans (RDSPs), leveraging advanced Excel skills for efficient data handling and government record administration.Specializes in file investigation for RDSPs.Responsibilities include:*Account reconciliation*Data processing and analysis*Administration of government inbound records*Proficient in Excel, with heavy usage of VLOOKUP for data management.*Conducts extensive research within the ITS from ESDC for RDSP insights.
Small Business Owner
Importing/Exporting & Pizzeria
Imported and sold retail products from China to Ecuador and provided export consulting services to local businesses.Owned and operated a Pizzeria Bar in Quito, Ecuador, and increased revenue through effective Facebook marketing, music events, offline marketing, cross-promotion with local companies, and negotiating lower rent.
Jul 2019 - Jun 2022
Manager, Registered Plans
*Extensive knowledge and expertise in mutual funds, registered plans (RRSPs, RESPs, RRIFs, etc.), and non-registered plans*In-depth understanding of Registered Disability Savings Plans and related regulations, gained through participation in council boards and close relationship with ESDC*Strong background in customer service, handling client escalations and resolving client complaints*Experienced in financial analysis and problem-solving*Maintained knowledge of mutual funds and registered plans through updates to internal policies and procedures, staying current with Income Tax Act and MFDA guidelines
May 2012 - Jan 2018
Assistant Manager
*Assisted employees at the BMO call center in understanding processes related to Registered Disability Saving Plans (RDSP)*Handled client escalations and resolved complex issues through calls to ombudsman and compliance departments*Provided guidance to employees in executing processes related to RDSP program*Contributed to the development of policies and processes specific to the RDSP program to ensure customer satisfaction and compliance with government regulations.
Dec 2010 - May 2012
Investment Specialist
*Advised clients on the best financial products to meet their needs*Comprehensive knowledge of mutual funds, market conditions, and various registered and non-registered investment plans (RRSPs, RESPs, RRIFs, LIFs, *LIRAs, RDSPs, etc.)*Focused on providing exceptional customer service*Achieved sales targets and received an "Outstanding" grade for work with Registered Disability Savings Plans (RDSPs)
Nov 2006 - Dec 2010
Team & coworkers
Colleagues at Fidelity Canada
Other employees you can reach at fidelity.ca. View company contacts for 1806 employees →
AH
Afzaan H.
Colleague at Fidelity CanadaToronto, Ontario, Canada
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MR
Mario Rojas
Colleague at Fidelity CanadaVancouver, British Columbia, Canada
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KL
Keisha Lafortune
Colleague at Fidelity CanadaToronto, Ontario, Canada
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PB
Pranay Bajracharya
Colleague at Fidelity CanadaToronto, Ontario, Canada
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SL
Scott L. Wilson, Cpa, Cma, Cfa
Colleague at Fidelity CanadaToronto, Ontario, Canada
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PE
Pascal Eze
Colleague at Fidelity CanadaGreater Toronto Area, Canada
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LL
Laita Le Maguer
Colleague at Fidelity CanadaToronto, Ontario, Canada
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AB
Alan Benson
Colleague at Fidelity CanadaMississauga, Ontario, Canada
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RC
Rajeswari Cootthen
Colleague at Fidelity CanadaCanada
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JP
Jeffrey Peyer, Cfa
Colleague at Fidelity CanadaGreater Toronto Area, Canada
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Afzaan H.
Colleague at Fidelity CanadaToronto, Ontario, Canada
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MR
Mario Rojas
Colleague at Fidelity CanadaVancouver, British Columbia, Canada
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KL
Keisha Lafortune
Colleague at Fidelity CanadaToronto, Ontario, Canada
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PB
Pranay Bajracharya
Colleague at Fidelity CanadaToronto, Ontario, Canada
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SL
Scott L. Wilson, Cpa, Cma, Cfa
Colleague at Fidelity CanadaToronto, Ontario, Canada
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PE
Pascal Eze
Colleague at Fidelity CanadaGreater Toronto Area, Canada
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LL
Laita Le Maguer
Colleague at Fidelity CanadaToronto, Ontario, Canada
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AB
Alan Benson
Colleague at Fidelity CanadaMississauga, Ontario, Canada
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RC
Rajeswari Cootthen
Colleague at Fidelity CanadaCanada
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JP
Jeffrey Peyer, Cfa
Colleague at Fidelity CanadaGreater Toronto Area, Canada
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2 education records
Brian Loza education
Financial Servcies, Finance
Education record
FAQ
Frequently asked questions about Brian Loza
Quick answers generated from the profile data available on this page.
What company does Brian Loza work for?
Brian Loza works for Fidelity Canada.
What is Brian Loza's role at Fidelity Canada?
Brian Loza is listed as Manager, RDSP at Fidelity Canada.
What is Brian Loza's email address?
AeroLeads has found 1 work email signal at @bmo.com for Brian Loza at Fidelity Canada.
What is Brian Loza's phone number?
AeroLeads has found 13 phone signal(s) with area code 978, 614, 617, 508, 248, 270, 513, 713, 903 for Brian Loza at Fidelity Canada.
Where is Brian Loza based?
Brian Loza is based in Canada while working with Fidelity Canada.
What companies has Brian Loza worked for?
Brian Loza has worked for Fidelity Canada, Aviso, Importing/Exporting & Pizzeria, Bmo Global Asset Management, and Bank Of Montreal.
Who are Brian Loza's colleagues at Fidelity Canada?
Brian Loza's colleagues at Fidelity Canada include Afzaan H., Mario Rojas, Keisha Lafortune, Pranay Bajracharya, and Scott L. Wilson, Cpa, Cma, Cfa.
How can I contact Brian Loza?
You can use AeroLeads to view verified contact signals for Brian Loza at Fidelity Canada, including work email, phone, and LinkedIn data when available.
What schools did Brian Loza attend?
Brian Loza holds Financial Servcies, Finance from George Brown College.
What skills is Brian Loza known for?
Brian Loza is listed with skills including Mutual Funds, Wealth Management, Banking, Investment Strategies, Customer Service, Customer Satisfaction, Financial Markets, and Retirement Savings.
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