Ron Harper Email & Phone Number
Who is Ron Harper? Overview
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Ron Harper is listed as Senior Investment Advisor, Associate Portfolio Manager at Wellington-Altus, a company with 9 employees, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Ron Harper.
Ron Harper previously worked as Senior Investment Advisor at Rbc Dominion Securities and Vice President and Branch Manager at Rbc Dominion Securities. Ron Harper holds Chartered Investment Manager from Canadian Securities Institute.
Email format at Wellington-Altus
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About Ron Harper
A Manitoba native, Ron launched his meaningful career with a move to Alberta for his Royal Canadian Mounted Police (RCMP) posting, where he proudly served Canadians and their communities for over five years. With a major life change on the horizon, Ron and his family relocated to the beautiful Okanagan Valley in British Columbia, where he successfully transitioned from the public service sector to financial services. He completed the Canadian Securities Course (CSC®) with honor's and joined a prominent independent financial services company. A few short years later the firm was acquired by a major bank. Ron was appointed to branch manager and later, vice president, where he advised high-net-worth individuals, families, and organizations. Ron’s designations also include Chartered Investment Manager (CIM®) and Fellow of CSI (FCSI®), awarded by the board of governors of the Canadian Securities Institute. Ron believes in the importance of business integrity and that long-term business relationships are to be built on trust and authenticity. With a talented team of professionals by his side, Harper Private Wealth provides comprehensive financial and estate planning with clients’ needs and objectives top of mind. The group aims to deliver exceptional client service with a personalized touch. Outside the office, Ron enjoys spending time with his wife, three daughters, three grandsons, and two granddaughters. He stays active by golfing, snowboarding, flying, and appreciating all the Okanagan lifestyle offerings.
Ron Harper's current company
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Ron Harper work experience
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Senior Investment Advisor, Associate Portfolio Manager
Current
Senior Investment Advisor
Vice President And Branch Manager
Ron Harper education
Chartered Investment Manager
Fellow Of Canadian Securities Institute (Fcsi), Finance And Financial Management Services
Frequently asked questions about Ron Harper
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What company does Ron Harper work for?
Ron Harper works for Wellington-Altus.
What is Ron Harper's role at Wellington-Altus?
Ron Harper is listed as Senior Investment Advisor, Associate Portfolio Manager at Wellington-Altus.
Where is Ron Harper based?
Ron Harper is based in Canada, Canada, Canada while working with Wellington-Altus.
What companies has Ron Harper worked for?
Ron Harper has worked for Wellington-Altus and Rbc Dominion Securities.
How can I contact Ron Harper?
You can use AeroLeads to view verified contact signals for Ron Harper at Wellington-Altus, including work email, phone, and LinkedIn data when available.
What schools did Ron Harper attend?
Ron Harper holds Chartered Investment Manager from Canadian Securities Institute.
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