Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep

Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep Email and Phone Number

Wealth Advisor | Client Relationship Manager @ Nicola Wealth
Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep's Location
Toronto, Ontario, Canada, Canada
Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep's Contact Details

Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep work email

Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep personal email

n/a
About Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep

Working with High Net Worth and Ultra High Net Worth clients for over two decades both as a planner and as leader of advisory teams has been a wonderful experience. Today with the digital revolution well underway our clients continue to demand more of us as individuals and hold us to a higher degree of accountability. Every day we should work hard to earn and retain our clients' confidence by adding value and becoming better advisers, leaders and human beings.

Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep's Current Company Details
Nicola Wealth

Nicola Wealth

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Wealth Advisor | Client Relationship Manager
Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep Work Experience Details
  • Nicola Wealth
    Wealth Advisor | Client Relationship Manager
    Nicola Wealth Nov 2018 - Present
    Toronto, Canada Area
    “I inspire and support accomplished individuals in their aspirations beyond wealth.” This is my response when people ask what I do. Managing money well is a minimum if you want the opportunity to work with clients. However, the privilege of working with them comes when we inspire them in their aspirations beyond wealth. If you want to experience where other wealth management firms will aspire to get to in 10 years from now contact me
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  • Cdspi
    Vice President, Investment Advisory Services
    Cdspi Jan 2007 - Apr 2018
    Toronto, Canada Area
    I am proud to have led a team of highly talented and dynamic advisors in providing comprehensive financial planning solutions for the dental community. In this role I was responsible for all product and management decisions related to the Investment platform of CDSPI. During my tenure, CDSPI investment advisory grew its AUM and attendant revenue in every year. I built the team from a Toronto based organization of 3 advisors to a national team encompassing 15 professionals. I was responsible for departmental compliance including completion of annual CAP guideline requirements. As a senior member of the executive team reporting to the CEO and the Board I contributed to the overall strategic direction of the organization. I spoke at Universities, panels and conferences and represented CDSPI across the country as a subject matter expert in financial planning, investments and estate planning.
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  • Humber College
    Professor
    Humber College Sep 2006 - May 2007
    Toronto, Canada Area
    Taught both the Canadian Securities Course (CSC) and Professional Financial Planning Courses.
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  • Self Employed
    Private Wealth Consultant
    Self Employed 2002 - 2007
    Toronto, Canada Area
    Financial Consultant for corporate and personal clients with a focus on entrepreneurs with a minimum net worth of $10 Million.
  • Rbc
    Investment And Retirement Planner
    Rbc Mar 2003 - May 2005
    Toronto, Canada Area
    Provided HNW solutions with a focus on estate planning, tax minimization, financial planning and investment advice.
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  • Bmo Harris Private Banking
    Private Wealth Consultant
    Bmo Harris Private Banking Sep 2001 - Mar 2003
    Integrated holistic planning including succession planning, tax and estate planning, portfolio management.
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  • Bnp Paribas
    Senior Vice President
    Bnp Paribas Mar 2000 - Sep 2001
    Toronto, Canada Area
    Led a team of advisors servicing High Net worth clients for Global Private Banking Services, including investment securities, credit and daily banking needs.
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  • Humber College
    Professor
    Humber College 2000 - 2001
    Toronto, Canada Area
    Taught both the CSC and Professional Financial Planning Courses.
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  • Bank Hapoalim
    Senior Representative Officer
    Bank Hapoalim Feb 1995 - Mar 2000
    Toronto
    Manager of a team of employees dedicated to Global Private Banking.
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  • Richardson Greenshields Ltd. (Now Rbcds)
    Investment Advisor
    Richardson Greenshields Ltd. (Now Rbcds) Oct 1993 - Feb 1995
    Toronto, Canada Area
    Primary focus High Net Worth Clients specializing in fixed income enhancement.

Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep Skills

Investments Portfolio Management Strategic Financial Planning Estate Planning Wealth Management Financial Planning Securities High Net Worth Individuals Strategic Planning Finance Team Building Wealth Financial Advisory Banking Retirement Planning Mutual Funds Retirement Financial Services Insurance New Business Development Budgets Business Strategy Risk Management Asset Management Financial Planners Fixed Income Etfs Asset Allocation Investment Advisory Credit Investment Strategies Wealth Management Services Tax Alternative Investments Equities Product Development Budgeting Compliance Manager Selection Performance Attribution Trusts Estate Tax Planning Estate Administration Charitable Trusts Private Banking Investment Management Pensions Wealth Accumulation Bonds Personal Financial Planning

Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep Education Details

Frequently Asked Questions about Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep

What company does Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep work for?

Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep works for Nicola Wealth

What is Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep's role at the current company?

Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep's current role is Wealth Advisor | Client Relationship Manager.

What is Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep's email address?

Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep's email address is rh****@****lth.com

What schools did Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep attend?

Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep attended Canadian Securities Institute, Society Of Trust And Estate Practioners (Step), Schulich School Of Business, York University.

What skills is Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep known for?

Ron Haik, Mba, Cfp®, Cim®, Fcsi®, Ciwm, Tep has skills like Investments, Portfolio Management, Strategic Financial Planning, Estate Planning, Wealth Management, Financial Planning, Securities, High Net Worth Individuals, Strategic Planning, Finance, Team Building, Wealth.

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