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Elise Gregg Cim® Cfp® Ris is listed as Associate Portfolio Manager | Vancity Investment Management (VCIM) at Vancity, a company with 1944 employees, based in Greater Vancouver Metropolitan Area, Canada, Canada. AeroLeads shows a work email signal at vancity.com and a matched LinkedIn profile for Elise Gregg Cim® Cfp® Ris.
Elise Gregg Cim® Cfp® Ris previously worked as Associate Portfolio Manager at Vancity and VCIM Consultant at Vancity. Elise Gregg Cim® Cfp® Ris holds Bachelor Of Commerce (Bcom), International Business from Haskayne School Of Business.
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Elise grew up in Campbell River, BC. She received her Bachelor of Commerce from the University of Calgary where she was also a varsity member of the wrestling team for three years. Shortly after graduating university, she began work for Vancity Credit Union where she quickly realized that she had a passion for personal finances including wealth management and financial planning.Using a team approach, Elise, as an Associate Portfolio Manager, works with individual and institutional clients to determine the right investment strategy and actively monitors and manages accounts. Elise builds strong long-lasting relationships with clients and helps them achieve their investment and financial planning goals while incorporating socially responsible investment principles into their portfolios.Elise has 19 years of experience in the financial services industry, spanning a variety of roles including lending and wealth management. She enjoys building meaningful relationships and helping to make an impact with her clients and in the community. Outside of work, Elise enjoys spending time with her husband, two children and dog Coco. Elise feels very fortunate to be on the VCIM team, with their long history as a leader in Socially Responsible Investing and Shareholder Engagement. Effecting change for the betterment of our world, locally and globally, is very important to Elise and she takes pride in being able to offer wealth solutions that focus on companies which are positive for the community and society.Elise holds the Chartered Investment Manager, Certified Financial Planner, and Responsible Investment Specialist designations.I acknowledge that I live, work and play on the unceded territory of the xʷməθkʷəy̓əm (Musqueam), Skwxwú7mesh (Squamish) and səl̓ílwətaʔɬ /Selilwitulh (Tsleil-Waututh) Nations.Vancity is a Member of the Global Alliance for Banking on Values, a network of the world’s sustainable banking pioneers: www.gabv.org.
Listed skills include Investments, Customer Service, Mortgage Lending, Finance, and 32 others.
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A career timeline built from the work history available for this profile.
Vancouver
Vancity Investment Management provides discretionary investment management services to individuals, unions, non-profit groups, foundations, trusts and other organizations with more than $500,000 to invest for the long term. Our team analyzes, researches and selects the mix of high-quality securities most appropriate for your investment portfolio.Your.
Vancouver, Canada Area
Vancity Investment Management provides discretionary investment management services to individuals, unions, non-profit groups, foundations, trusts and other organizations with more than $500,000 to invest for the long term. Our team analyzes, researches and selects the mix of high-quality securities most appropriate for your investment portfolio.Your.
Vancouver, Canada Area
- was dually employed by Vancity Credit Union and Credential Asset Management Inc. - 2 years in Victoria- 2.5 years in North and West Vancouver- managed a book of clients - provided investment advice and financial planning- worked collaboratively with partners and colleagues to ensure that my members were taken care of - from their day to day financial.
Vancouver, Canada Area
As a Registered Representative I assisted with the following:- trades- investment transactions- providing investment advice to clients- providing financial planning advice to clients
Previously TSI Financial Group and with Beacon Securities as their dealer, I assisted Thomas Tsiaras, Investment Advisor as a Client Liaison.I was the Financial Planner for the Tsiaras Group and enjoyed using my experience in the industry to help clients work towards achieving all of their financial goals.At Tsiaras Group, I provided financial advice to.
Other employees you can reach at vancity.com. View company contacts for 1944 employees →
Meaghan Shields
Colleague at Vancity
Squamish, British Columbia, Canada, Canada
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MM
Millecent Mangrobang
Colleague at Vancity
Surrey, British Columbia, Canada, Canada
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EC
Evan Coulter
Colleague at Vancity
Surrey, British Columbia, Canada, Canada
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VN
Venera Nigmanova
Colleague at Vancity
Greater Edmonton Metropolitan Area, Canada
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TR
Thomas Russell
Colleague at Vancity
Burnaby, British Columbia, Canada, Canada
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KE
Karen Easterbrook
Colleague at Vancity
Delta, British Columbia, Canada, Canada
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DL
Donna Lau, Pcp
Colleague at Vancity
Greater Vancouver Metropolitan Area, Canada
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VP
Vidya Padmanabhan
Colleague at Vancity
Vancouver, British Columbia, Canada, Canada
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GS
Gurman Sidhu
Colleague at Vancity
Surrey, British Columbia, Canada, Canada
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AB
Antonio Braz Moreira Junior
Colleague at Vancity
Vancouver, British Columbia, Canada, Canada
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Activities and Societies: Varsity Wrestling, IBUS
Activities and Societies: Exchange program in Mazatlan Mexico
Quick answers generated from the profile data available on this page.
Elise Gregg Cim® Cfp® Ris works for Vancity.
Elise Gregg Cim® Cfp® Ris is listed as Associate Portfolio Manager | Vancity Investment Management (VCIM) at Vancity.
AeroLeads has found 2 work email signals at @vancity.com for Elise Gregg Cim® Cfp® Ris at Vancity.
Elise Gregg Cim® Cfp® Ris is based in Greater Vancouver Metropolitan Area, Canada, Canada while working with Vancity.
Elise Gregg Cim® Cfp® Ris has worked for Vancity, Ia Securities, Tsiaras Group, and Cibc.
Elise Gregg Cim® Cfp® Ris's colleagues at Vancity include Meaghan Shields, Millecent Mangrobang, Evan Coulter, Venera Nigmanova, and Thomas Russell.
You can use AeroLeads to view verified contact signals for Elise Gregg Cim® Cfp® Ris at Vancity, including work email, phone, and LinkedIn data when available.
Elise Gregg Cim® Cfp® Ris holds Bachelor Of Commerce (Bcom), International Business from Haskayne School Of Business.
Elise Gregg Cim® Cfp® Ris is listed with skills including Investments, Customer Service, Mortgage Lending, Finance, Financial Planning, Strategic Financial Planning, Retirement Planning, and Insurance.
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