John Burris Pfp Ris
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John Burris Pfp Ris Email & Phone Number

Personal Financial Planner at Evangeline Wealth Management/Investia Financial Services at Evangeline Wealth Management / Investia Financial Services
Location: Nova Scotia, Canada, Canada 3 work roles 7 schools
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Role
Personal Financial Planner at Evangeline Wealth Management/Investia Financial Services
Location
Nova Scotia, Canada, Canada
Company size

Who is John Burris Pfp Ris? Overview

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Quick answer

John Burris Pfp Ris is listed as Personal Financial Planner at Evangeline Wealth Management/Investia Financial Services at Evangeline Wealth Management / Investia Financial Services, a company with 512 employees, based in Nova Scotia, Canada, Canada. AeroLeads shows a matched LinkedIn profile for John Burris Pfp Ris.

John Burris Pfp Ris previously worked as Personal Financial Planner at Evangeline Wealth Management / Investia Financial Services and Branch Leader / Mutual Funds Representative at Valley Credit Union Ltd.. John Burris Pfp Ris holds Llqp Insurance Course (Common Law) from Canadian Securities Institute.

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Email format at Evangeline Wealth Management / Investia Financial Services

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Evangeline Wealth Management / Investia Financial Services

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Profile bio

About John Burris Pfp Ris

John Burris Pfp Ris is a Personal Financial Planner at Evangeline Wealth Management/Investia Financial Services at Evangeline Wealth Management / Investia Financial Services.

Current workplace

John Burris Pfp Ris's current company

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Evangeline Wealth Management / Investia Financial Services
Evangeline Wealth Management / Investia Financial Services
Personal Financial Planner at Evangeline Wealth Management/Investia Financial Services
canada
Website
Employees
512
AeroLeads page
3 roles

John Burris Pfp Ris work experience

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

Personal Financial Planner

Current

Annapolis Valley, Nova Scotia

After ten years as an advisor in retail banking, I anchored in my home province as an Independent Advisor to offer my clients the consistent investment relationship they wanted, and the one I needed to be most effective.In 2010 I obtained my Investment License and continued to complete the Personal Financial Planning Designation (PFP) in 2018. Prior to.

Mar 2019 - Present

Branch Leader / Mutual Funds Representative

Bridgetown, Nova Scotia, Canada

Managed daily operation of branch. Provided coaching and support to direct reports with the goal of providing our members with the best proactive/value-added relationship possible, with their goals at the forefront.Represented the Atlantic Region as a National Young Leader, and through various media appearances including the Sickboy Podcast and Global.

Mar 2015 - Mar 2019

Senior Personal Banker / Financial Advisor

Saskatoon, Saskatchewan And Greenwood, Nova Scotia

Jan 2010 - Feb 2015
Team & coworkers

Colleagues at Evangeline Wealth Management / Investia Financial Services

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

7 education records

John Burris Pfp Ris education

Llqp Insurance Course (Common Law)

Canadian Securities Institute

Individual Pension Plans

Canadian Securities Institute

Activities and Societies: Individual Pension Plans for Self-Employed and Business Owners.

Etfs For Mutual Fund Representatives

Canadian Securities Institute

Ris Designation (Responsible Investment Specialist), Investments And Securities

Responsible Investment Association (Ria)

Equips investment professionals with the knowledge they need to discuss environmental, social and governance (ESG) issues with Canadian.

Pfp Designation (Personal Financial Planner)

Canadian Securities Institute

Awarded upon successful completion of IFIC (Mutual Funds Licence), PFSA (Certificate in Personal Financial Services Advice), FPI, FPII and.

Investment Funds In Canada

Canadian Securities Institute

Busines Administration Diploma, Business Administration And Management, General

Activities and Societies: Prospective Students Leader, Akerley and Waterfront Campus Hockey Teams

FAQ

Frequently asked questions about John Burris Pfp Ris

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

What company does John Burris Pfp Ris work for?

John Burris Pfp Ris works for Evangeline Wealth Management / Investia Financial Services.

What is John Burris Pfp Ris's role at Evangeline Wealth Management / Investia Financial Services?

John Burris Pfp Ris is listed as Personal Financial Planner at Evangeline Wealth Management/Investia Financial Services at Evangeline Wealth Management / Investia Financial Services.

Where is John Burris Pfp Ris based?

John Burris Pfp Ris is based in Nova Scotia, Canada, Canada while working with Evangeline Wealth Management / Investia Financial Services.

What companies has John Burris Pfp Ris worked for?

John Burris Pfp Ris has worked for Evangeline Wealth Management / Investia Financial Services, Valley Credit Union Ltd., and Scotiabank.

Who are John Burris Pfp Ris's colleagues at Evangeline Wealth Management / Investia Financial Services?

John Burris Pfp Ris's colleagues at Evangeline Wealth Management / Investia Financial Services include Steven Deimling, Alfred Leblanc, Ris, Louise Farrell, Erin O'Toole, and Pamela Chen.

How can I contact John Burris Pfp Ris?

You can use AeroLeads to view verified contact signals for John Burris Pfp Ris at Evangeline Wealth Management / Investia Financial Services, including work email, phone, and LinkedIn data when available.

What schools did John Burris Pfp Ris attend?

John Burris Pfp Ris holds Llqp Insurance Course (Common Law) from Canadian Securities Institute.

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