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Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc Email & Phone Number

Vice President Sales at NEI Investments
Location: Calgary, Alberta, Canada 6 work roles 1 school
1 work email found @neiinvestments.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email p****@neiinvestments.com
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Current company
NEI Investments
Role
Vice President Sales
Location
Calgary, Alberta, Canada
Company size
80 employees

Who is Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc? Overview

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Quick answer

Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc is listed as Vice President Sales at NEI Investments, a company with 80 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at neiinvestments.com and a matched LinkedIn profile for Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc.

Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc previously worked as Vice President of Sales at Aviso Wealth and Regional Sales Manager - AGF Trust at Agf Investments Inc.. Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc holds Bcom, Economics from The University Of British Columbia.

Company email context

Email format at NEI Investments

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*@neiinvestments.com
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AeroLeads found 1 current-domain work email signal for Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc. Compare company email patterns before reaching out.

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Profile bio

About Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc

A few years ago the most important people in my life got sick. It made me question everything. If I am only here for a little while did I spend my precious time to make a positive impact on the world, or did I waste it?What you do matters. You matter to me and I want to be your partner in business. I want to co-create beneficial outcomes so we can both maximize outcomes for our mutual benefit; hopefully we can make the planet better too.

Listed skills include Mutual Funds, Wealth Management, Investments, Sales Management, and 23 others.

Current workplace

Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc's current company

Company context helps verify the profile and gives searchers a useful next step.

NEI Investments
Nei Investments
Vice President Sales
toronto, ontario, canada
Website
neiinvestments.com
Employees
80
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Company profile
View company profile Email format
6 roles

Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc work experience

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

Vice President Sales

Current
Nei Investments

Calgary, Alberta, Canada

  • I support the wealth management needs of 250 investment professionals whom in turn work with thousands of investors. Your clients have their own personal values, life experiences, and sometimes complex family.
  • I collaborate with a wide network of colleagues whom bring specialty support services to your business. You will find our collective resources invaluable to your desired business outcomes.
Apr 2023 - Present

Vice President Of Sales

Aviso Wealth

Calgary, Alberta, Canada

Apr 2021 - Apr 2023

Vice President Sales

Nei Investments

Calgary, Alberta

  • I empower wealth professionals to fund Canadians' dreams though Responsible Investment solutions:
  • Privileged to lead the company in top gross & net sales results in 2012, 2013, 2014, 2015, 2016, 2017 & 2018.
  • Grow the Alberta territory through: - Nurture strong relationships with some of the finest investment professionals in Canada, - Help investment advisors use Responsible Investments to grow investors' wealth and their.
  • Mentor my Business Development Manager to nurture skill development.
Sep 2008 - Apr 2021

Regional Sales Manager - Agf Trust

Agf Investments Inc.

Vancouver, Canada Area

  • Achieved 32% YoY sales growth in 2007.
  • Executed all aspects of proactive outgoing sales activities, utilizing AGF Trust's proprietary sales process to uncover and create sales opportunities,
  • Responsible for detailed monthly and quarterly territory business plans through IsaiX Coach, budgeting, and sales trend analysis.
Apr 2007 - Aug 2008

Regional Sales Representative - Agf Funds

Agf Management Limited

Vancouver, Canada Area

  • Directly contributed to AGF Funds’ 3rd highest Gross Sales region. - 2006 YoY results: sales up 96%, redemptions down 18%. - 2005 YoY results: sales up 96%, redemptions down 27%.
  • Completed extensive needs based sales training: SPIN, Fusion Ready-Set-Go, and Question Based Selling.
  • Executed daily calls; built relationships to drive sales; took ownership of all client interactions.
Jul 2004 - Apr 2007

Financial Advisor

Freedom 55 Financial

Vancouver, Canada Area

Life and Disability Insurance sold through London Life Insurance Company. Mutual Funds sold through Quadrus Investment Services Ltd.

Aug 1999 - Jul 2004
Team & coworkers

Colleagues at NEI Investments

Other employees you can reach at neiinvestments.com. View company contacts for 80 employees →

JB Jenny Banks Cfa, Fca Jenny Banks Cfa, Fca Colleague at Nei InvestmentsVancouver, British Columbia, Canada, Canada View → NH Nathan Halliwushka, Cim Nathan Halliwushka, Cim Colleague at Nei InvestmentsGreater Toronto Area, Canada, Canada View → CN Christine Nasrah Christine Nasrah Colleague at Nei InvestmentsBrooklyn, New York, United States, United States View → DT Dusan Tijana Mihajlovic Dusan Tijana Mihajlovic Colleague at Nei InvestmentsZurich, Switzerland, Switzerland View → MC Mervete Citaku Mervete Citaku Colleague at Nei InvestmentsBavaria, Germany, Germany View → CP Cristiano Puente Cristiano Puente Colleague at Nei InvestmentsCajamarca, Peru, Peru View → HR Hasina Razafimahefa Hasina Razafimahefa Colleague at Nei InvestmentsGreater Vancouver Metropolitan Area, Canada View → KM Kokob. Mati Kokob. Mati Colleague at Nei InvestmentsKongsberg, Viken, Norway, Norway View → GP Glenn Pesclovitch Glenn Pesclovitch Colleague at Nei InvestmentsWinnipeg, Manitoba, Canada, Canada View → JZ Jingyu Zhou, Cfa, Cesga Jingyu Zhou, Cfa, Cesga Colleague at Nei InvestmentsToronto, Ontario, Canada, Canada View →
1 education record

Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc education

FAQ

Frequently asked questions about Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc

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

What company does Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc work for?

Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc works for NEI Investments.

What is Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc's role at NEI Investments?

Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc is listed as Vice President Sales at NEI Investments.

What is Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc's email address?

AeroLeads has found 1 work email signal at @neiinvestments.com for Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc at NEI Investments.

Where is Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc based?

Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc is based in Calgary, Alberta, Canada while working with NEI Investments.

What companies has Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc worked for?

Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc has worked for Nei Investments, Aviso Wealth, Agf Investments Inc., Agf Management Limited, and Freedom 55 Financial.

Who are Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc's colleagues at NEI Investments?

Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc's colleagues at NEI Investments include Jenny Banks Cfa, Fca, Nathan Halliwushka, Cim, Christine Nasrah, Dusan Tijana Mihajlovic, and Mervete Citaku.

How can I contact Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc?

You can use AeroLeads to view verified contact signals for Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc at NEI Investments, including work email, phone, and LinkedIn data when available.

What schools did Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc attend?

Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc holds Bcom, Economics from The University Of British Columbia.

What skills is Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc known for?

Paul Pflanz, Bcom, Cfp®, Fcsi®, Cim®, Ripc is listed with skills including Mutual Funds, Wealth Management, Investments, Sales Management, Financial Planning, Direct Sales, Inside Sales, and Sales Process.

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