Iris L.

Iris L. Email and Phone Number

Financial Advisor, CIM® @ Assante Wealth Management
toronto, ontario, canada
Iris L.'s Location
Greater Toronto Area, Canada, Canada
About Iris L.

- Experienced Financial Advisor with a demonstrated history of working in the financial services industry. - Strong knowledge of financial markets, including Portfolio Management, Mutual Funds, stocks, ETFs and fixed Income products - Believe in building trust and maintaining customer relationships are the 101 to sustained success in the business - IIROC, LLQP, CIM licensed - Finance professional Bachelor's degree focused in Business Commerce from York University.

Iris L.'s Current Company Details
Assante Wealth Management

Assante Wealth Management

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Financial Advisor, CIM®
toronto, ontario, canada
Website:
assante.com
Employees:
961
Iris L. Work Experience Details
  • Assante Wealth Management
    Senior Financial Advisor
    Assante Wealth Management Jan 2020 - Present
    Greater Toronto Area, Canada
    Charted Investment Manager (CIM)CIRO License (formerly IIROC License) Full Life License (LLQP)
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  • Ci Assante Wealth Management
    Financial Advisor
    Ci Assante Wealth Management Feb 2011 - Jan 2020
    Toronto, Ontario, Canada
    CIRO License (formerly IIROC License) Full Life License (LLQP)
    View
  • Hsbc Private Banking
    Investment Associate
    Hsbc Private Banking Mar 2009 - Apr 2010
    Toronto, Canada Area
    View
  • Rbc Dominion Securities
    Investment Associate
    Rbc Dominion Securities Dec 2005 - Mar 2009
    Toronto, Canada Area
    View
  • State Farm
    Insurance Agent
    State Farm Feb 2004 - Dec 2005
    Toronto, Canada Area
    View
  • Rbc Insurance
    Financial Security Advisor
    Rbc Insurance Feb 2002 - Feb 2004
    View
  • London Life
    Financial Security Advisor
    London Life Jan 2001 - Feb 2002
    View
  • Rbc Investor & Treasury Services
    Project Administrator
    Rbc Investor & Treasury Services Mar 2000 - Dec 2000
    Toronto, Canada Area
    View

Iris L. Education Details

Frequently Asked Questions about Iris L.

What company does Iris L. work for?

Iris L. works for Assante Wealth Management

What is Iris L.'s role at the current company?

Iris L.'s current role is Financial Advisor, CIM®.

What schools did Iris L. attend?

Iris L. attended York University.

Who are Iris L.'s colleagues?

Iris L.'s colleagues are Michelle Dalgleish, Joady Guyot, Lachlan Mclachlan, France Nantel, Erin Spina, Bfa, Cfp®, Lisa Jones, Lionel Colman.

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