Ron Harper
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Ron Harper Email & Phone Number

Senior Investment Advisor, Associate Portfolio Manager at Wellington-Altus
Location: Canada, Canada, Canada 4 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Senior Investment Advisor, Associate Portfolio Manager
Location
Canada, Canada, Canada
Company size

Who is Ron Harper? Overview

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Quick answer

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.

Company email context

Email format at Wellington-Altus

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Wellington-Altus

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Profile bio

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.

Current workplace

Ron Harper's current company

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Wellington-Altus
Wellington-Altus
Senior Investment Advisor, Associate Portfolio Manager
Canada
4 roles

Ron Harper work experience

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Senior Investment Advisor, Associate Portfolio Manager

Canada

Senior Investment Advisor, Associate Portfolio Manager

Current
Aug 2023 - Present
2 education records

Ron Harper education

Chartered Investment Manager

Canadian Securities Institute

By successfully completing this designation they possess the expertise and experience to create Advanced discretionary investment and.

Fellow Of Canadian Securities Institute (Fcsi), Finance And Financial Management Services

Canadian Securities Institute

The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is.

FAQ

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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