Emma Montgomery, Cfp®, Ris

Emma Montgomery, Cfp®, Ris Email and Phone Number

Investment Funds Advisor with Investia Financial Services Inc. - Helping individuals and families of all ages achieve their financial goals. @ Investia Financial Services
canada
Emma Montgomery, Cfp®, Ris's Location
Waterloo, Ontario, Canada, Canada
About Emma Montgomery, Cfp®, Ris

Emma Montgomery, Cfp®, Ris is a Investment Funds Advisor with Investia Financial Services Inc. - Helping individuals and families of all ages achieve their financial goals. at Investia Financial Services.

Emma Montgomery, Cfp®, Ris's Current Company Details
Investia Financial Services

Investia Financial Services

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Investment Funds Advisor with Investia Financial Services Inc. - Helping individuals and families of all ages achieve their financial goals.
canada
Website:
investia.ca
Employees:
512
Emma Montgomery, Cfp®, Ris Work Experience Details
  • Investia Financial Services
    Mutual Funds Representative
    Investia Financial Services Jul 2019 - Present
    Waterloo, Ontario, Canada
    Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc.
  • Investia Financial Services
    Licensed Assistant
    Investia Financial Services Jan 2017 - Jul 2019
    Waterloo, Ontario, Canada
  • Kaleidoscope Financial
    Certified Financial Planner
    Kaleidoscope Financial Jan 2023 - Present
    Waterloo, Ontario, Canada
  • Huntley O'Hagan Financial Planning
    Certified Financial Planner
    Huntley O'Hagan Financial Planning Jul 2021 - Dec 2022
    Waterloo, Ontario
    Huntley O'Hagan Financial Planning was rebranded to Kaleidoscope Financial in January 2023.
  • Huntley O'Hagan Financial Planning
    Financial Advisor
    Huntley O'Hagan Financial Planning Aug 2019 - Jul 2021
    Preparing financial plans, mutual fund research, tax planning research
  • Huntley O'Hagan Financial Planning
    Licensed Assistant
    Huntley O'Hagan Financial Planning Jan 2017 - Jul 2019
    Waterloo, On
    Mutual Fund and Life Insurance Licensed as of September 2018.
  • Huntley O'Hagan Financial Planning
    Administrative Assistant
    Huntley O'Hagan Financial Planning Apr 2015 - Jan 2017
    Waterloo, On
    Accomplishments: reception, scheduling appointments, general paperwork, supply ordering, asset allocations, collecting information, preparing for meetings, building retirement plans, Insurance quotes and applications, marketing, and mutual fund trade processing.Programs used: Goldmine, Microsoft office, Univeris (FundEX Investments), Naviplan, Lifescriptor, InSync, MorningstarCurrently working towards becoming a Licensed Assistant by taking the Investments Funds In Canada course.
  • Central Fresh Market
    Cashier & Cash Office Attendant
    Central Fresh Market Nov 2007 - May 2015
    Kitchener, Ontario
    Cashier and General Accomplishments: Health & Safety trainer, a member of the Joint Health & Safety Committee (JHSC), trainer of new cashiers, selling groceries, tobacco, and lottery gaming productsCash Office Accomplishments: Balancing store's daily sales, making the daily deposit, coupon processing, filing, lottery inventory, and some work with creating a weekly schedule.
  • Prolangs English School
    English Teacher
    Prolangs English School Nov 2012 - Nov 2014
    Ulsan, South Korea
    Accomplishments: Teaching English as a foreign language to students aged 7-15, lesson planning, curriculum planning, textbook selection, student musical coordinator, event planning.
  • Kitchener Rangers
    Store Head Cashier
    Kitchener Rangers Aug 2002 - Aug 2008
    Accomplishments: opening and closing the cash registers, completing transactions, training of all other cashiers/employees, supervising all other employees, inventory, floor sales, and store maintenance.

Emma Montgomery, Cfp®, Ris Education Details

Frequently Asked Questions about Emma Montgomery, Cfp®, Ris

What company does Emma Montgomery, Cfp®, Ris work for?

Emma Montgomery, Cfp®, Ris works for Investia Financial Services

What is Emma Montgomery, Cfp®, Ris's role at the current company?

Emma Montgomery, Cfp®, Ris's current role is Investment Funds Advisor with Investia Financial Services Inc. - Helping individuals and families of all ages achieve their financial goals..

What schools did Emma Montgomery, Cfp®, Ris attend?

Emma Montgomery, Cfp®, Ris attended University Of Waterloo, University Of Waterloo, Conestoga College, Grand River Collegiate Institute (Grci).

Who are Emma Montgomery, Cfp®, Ris's colleagues?

Emma Montgomery, Cfp®, Ris's colleagues are Krystel Nadeau, Mathieu Du Sablon, Sylvain Nadeau Pl.fin., John Metz, Frédéric Lagacé, Deron Cousens, Khady Ba.

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