Emma Montgomery, Cfp®, Ris
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Emma Montgomery, Cfp®, Ris Email & Phone Number

Mutual Funds Representative at Investia Financial Services
Location: Waterloo, Ontario, Canada 10 work roles 4 schools
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Current company
Investia Financial Services
Role
Mutual Funds Representative
Location
Waterloo, Ontario, Canada
Company size
512 employees

Who is Emma Montgomery, Cfp®, Ris? Overview

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Quick answer

Emma Montgomery, Cfp®, Ris is listed as Mutual Funds Representative at Investia Financial Services, a with 512 employees, based in Waterloo, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Emma Montgomery, Cfp®, Ris.

Emma Montgomery, Cfp®, Ris previously worked as Licensed Assistant at Investia Financial Services and Certified Financial Planner at Kaleidoscope Financial. Emma Montgomery, Cfp®, Ris holds Ace Tesol Canada Certification, Teaching English As A Second Or Foreign Language/Esl Language Instructor from University Of Waterloo.

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Email format at Investia Financial Services

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Investia Financial Services

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Profile bio

About Emma Montgomery, Cfp®, Ris

Emma Montgomery, Cfp®, Ris is a Mutual Funds Representative at Investia Financial Services.

Current workplace

Emma Montgomery, Cfp®, Ris's current company

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Investia Financial Services
Investia Financial Services
Mutual Funds Representative
canada
Website
investia.ca
Employees
512
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Company profile
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10 roles

Emma Montgomery, Cfp®, Ris work experience

A career timeline built from the work history available for this profile.

Mutual Funds Representative

Current
Investia Financial Services

Waterloo, Ontario, Canada

Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc.

Jul 2019 - Present

Certified Financial Planner

Huntley O'Hagan Financial Planning

Waterloo, Ontario

Huntley O'Hagan Financial Planning was rebranded to Kaleidoscope Financial in January 2023.

Jul 2021 - Dec 2022

Financial Advisor

Huntley O'Hagan Financial Planning

Preparing financial plans, mutual fund research, tax planning research

Aug 2019 - Jul 2021

Licensed Assistant

Huntley O'Hagan Financial Planning

Waterloo, On

Mutual Fund and Life Insurance Licensed as of September 2018.

Jan 2017 - Jul 2019

Administrative Assistant

Huntley O'Hagan Financial Planning

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.

Apr 2015 - Jan 2017

Cashier & Cash Office Attendant

Central Fresh Market

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.

Nov 2007 - May 2015

English Teacher

Prolangs English School

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.

Nov 2012 - Nov 2014

Store Head Cashier

Kitchener Rangers

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.

Aug 2002 - Aug 2008
Team & coworkers

Colleagues at Investia Financial Services

Other employees you can reach at investia.ca. View company contacts for 512 employees →

M( Margaret (Malgorzata) Boland Bbus(Hons) Margaret (Malgorzata) Boland Bbus(Hons) Colleague at Investia Financial ServicesPetawawa, Ontario, Canada View → MF Marco Frantellizzi Marco Frantellizzi Colleague at Investia Financial ServicesCanada View → RL Reginald Landry Reginald Landry Colleague at Investia Financial ServicesPincourt, Quebec, Canada View → PY Pui Yiu Peggy Ma Pui Yiu Peggy Ma Colleague at Investia Financial ServicesMarkham, Ontario, Canada View → MR Mike Riga Mike Riga Colleague at Investia Financial ServicesSt Lazare-De-Vaudreuil, Quebec, Canada View → LH Louise Harvey Louise Harvey Colleague at Investia Financial ServicesCapitale-Nationale, Quebec, Canada View → ML Mike Lapointe, Cfp Clu Gba Mike Lapointe, Cfp Clu Gba Colleague at Investia Financial ServicesTimmins, Ontario, Canada View → SN Sylvain Nadeau Pl.Fin. Sylvain Nadeau Pl.Fin. Colleague at Investia Financial ServicesCapitale-Nationale, Quebec, Canada View → SR Suheil Racho, Pl. Fin. (B. Gest) Suheil Racho, Pl. Fin. (B. Gest) Colleague at Investia Financial ServicesCanada View → GS Greg Sykora, Cfp®, Ciwm, Fcsi®, Cim® Greg Sykora, Cfp®, Ciwm, Fcsi®, Cim® Colleague at Investia Financial ServicesSt. Catharines, Ontario, Canada View →
4 education records

Emma Montgomery, Cfp®, Ris education

Ace Tesol Canada Certification, Teaching English As A Second Or Foreign Language/Esl Language Instructor

University Of Waterloo

Teacher training for teaching English as a second language. This training included a 30-hour practicum.

Bachelor Of Arts; Diploma Of General Studies In Social Work, Social Development Studies Major; Social Work

University Of Waterloo

High School Diploma

Grand River Collegiate Institute (Grci)
FAQ

Frequently asked questions about Emma Montgomery, Cfp®, Ris

Quick answers generated from the profile data available on this page.

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 Investia Financial Services?

Emma Montgomery, Cfp®, Ris is listed as Mutual Funds Representative at Investia Financial Services.

Where is Emma Montgomery, Cfp®, Ris based?

Emma Montgomery, Cfp®, Ris is based in Waterloo, Ontario, Canada while working with Investia Financial Services.

What companies has Emma Montgomery, Cfp®, Ris worked for?

Emma Montgomery, Cfp®, Ris has worked for Investia Financial Services, Kaleidoscope Financial, Huntley O'Hagan Financial Planning, Central Fresh Market, and Prolangs English School.

Who are Emma Montgomery, Cfp®, Ris's colleagues at Investia Financial Services?

Emma Montgomery, Cfp®, Ris's colleagues at Investia Financial Services include Margaret (Malgorzata) Boland Bbus(Hons), Marco Frantellizzi, Reginald Landry, Pui Yiu Peggy Ma, and Mike Riga.

How can I contact Emma Montgomery, Cfp®, Ris?

You can use AeroLeads to view verified contact signals for Emma Montgomery, Cfp®, Ris at Investia Financial Services, including work email, phone, and LinkedIn data when available.

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

Emma Montgomery, Cfp®, Ris holds Ace Tesol Canada Certification, Teaching English As A Second Or Foreign Language/Esl Language Instructor from University Of Waterloo.

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