Devon Rice, Cfp®, Cim®, B.Sc.
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Devon Rice, Cfp®, Cim®, B.Sc. Email & Phone Number

Financial Planner & Associate Portfolio Manager at Investment Planning Counsel
Location: Ottawa, Ontario, Canada 1 work role 1 school
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Current company
Role
Financial Planner & Associate Portfolio Manager
Location
Ottawa, Ontario, Canada
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Who is Devon Rice, Cfp®, Cim®, B.Sc.? Overview

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Quick answer

Devon Rice, Cfp®, Cim®, B.Sc. is listed as Financial Planner & Associate Portfolio Manager at Investment Planning Counsel, a company with 1047 employees, based in Ottawa, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Devon Rice, Cfp®, Cim®, B.Sc..

Devon Rice, Cfp®, Cim®, B.Sc. previously worked as Investment Advisor at Investment Planning Counsel. Devon Rice, Cfp®, Cim®, B.Sc. holds Bachelor Of Science - Bs, Business Administration from Suny Geneseo.

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Email format at Investment Planning Counsel

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Investment Planning Counsel

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Profile bio

About Devon Rice, Cfp®, Cim®, B.Sc.

Joined the Rankin Rice Wealth Management team in 2011 and since then I’ve focused on helping clients achieve their financial goals. I completed my bachelor of science in business administration at SUNY Geneseo. I hold a securities license and the Certified Financial Planner® designation. I assist clients by using a holistic financial planning approach which includes retirement, tax & estate planning.

Current workplace

Devon Rice, Cfp®, Cim®, B.Sc.'s current company

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Investment Planning Counsel
Investment Planning Counsel
Financial Planner & Associate Portfolio Manager
mississauga, ontario, canada
Website
Employees
1047
AeroLeads page
1 role · 8 years

Devon Rice, Cfp®, Cim®, B.Sc. work experience

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Team & coworkers

Colleagues at Investment Planning Counsel

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1 education record

Devon Rice, Cfp®, Cim®, B.Sc. education

FAQ

Frequently asked questions about Devon Rice, Cfp®, Cim®, B.Sc.

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What company does Devon Rice, Cfp®, Cim®, B.Sc. work for?

Devon Rice, Cfp®, Cim®, B.Sc. works for Investment Planning Counsel.

What is Devon Rice, Cfp®, Cim®, B.Sc.'s role at Investment Planning Counsel?

Devon Rice, Cfp®, Cim®, B.Sc. is listed as Financial Planner & Associate Portfolio Manager at Investment Planning Counsel.

Where is Devon Rice, Cfp®, Cim®, B.Sc. based?

Devon Rice, Cfp®, Cim®, B.Sc. is based in Ottawa, Ontario, Canada while working with Investment Planning Counsel.

What companies has Devon Rice, Cfp®, Cim®, B.Sc. worked for?

Devon Rice, Cfp®, Cim®, B.Sc. has worked for Investment Planning Counsel.

Who are Devon Rice, Cfp®, Cim®, B.Sc.'s colleagues at Investment Planning Counsel?

Devon Rice, Cfp®, Cim®, B.Sc.'s colleagues at Investment Planning Counsel include Morgan Bratt, Rhonda Gooder, Andrea Bartley, Vinay Chopra, and Tim Ross.

How can I contact Devon Rice, Cfp®, Cim®, B.Sc.?

You can use AeroLeads to view verified contact signals for Devon Rice, Cfp®, Cim®, B.Sc. at Investment Planning Counsel, including work email, phone, and LinkedIn data when available.

What schools did Devon Rice, Cfp®, Cim®, B.Sc. attend?

Devon Rice, Cfp®, Cim®, B.Sc. holds Bachelor Of Science - Bs, Business Administration from Suny Geneseo.

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