Bryan Pha Email & Phone Number
Vice President and Principal | Insurance, Financial Modeling and Client Services @ Creaghan McConnell Group
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Bryan Pha Location
- Toronto, ON, CA
Bryan Pha Work
- 2012 -now Vice President and Principal | Insurance, Financial Modeling and Client Services @
- 2021 -2025 Vice President, Insurance and Financial Modelling Services @
- 2012 -2021 Director, Financial Modeling and Analytics @
- 2011 -2012 Business Analyst @
- 2006 -2011 Graduate Assistant and Math Tutor and Masters student @
- 2009 -2009 Office Processor @
- 2007 -2009 Project AIM mentor @
- 2008 -2008 Intern @
- 2007 -2007 Intern @
- 2005 -2005 Intern @
- 2005 -2005 Intern @
Bryan Pha Education
- The Institute for Advanced Financial Education
Chartered Life Underwriter (CLU®) (Estate Planning, Wealth Transfer, Insurance and Finance)
2017-2018 - FPSC - Financial Planning Standards Council
Certified Financial Planner® (Financial Planning and Services)
2018-2018 - Chartered Professional Accountants of Canada (CPA Canada)
Certified Management Accountant (Accounting and Business/Management)
2012-2014 - St. John's University, The Peter J. Tobin College of Business
Master’s Degree (Accounting)
2009-2010 - St. John's University, The Peter J. Tobin College of Business
BSc, Summa Cum Laude (Actuarial Science, French)
2005-2009 - Collège du Saint Esprit
GCE A-Levels (Physics, Maths, Design and Technology, French, English)
1997-2004 - The Institute for Advanced Financial Education
Certified Health Insurance Specialist® (CHS®) (Insurance)
Bryan Pha Summary
- Bryan Pha, based in Toronto, ON, CA, is currently a Vice President and Principal | Insurance, Financial Modeling and Client Services at Creaghan McConnell Gould Ltd. Bryan Pha brings experience from previous roles at Creaghan McConnell Group, Scotiabank and St. John's University, The Peter J. Tobin College of Business. Bryan Pha holds a 2017 - 2018 Chartered Life Underwriter (CLU®) in Estate Planning, Wealth Transfer, Insurance and Finance @ The Institute for Advanced Financial Education. Bryan Pha has 1 emails on RocketReach.
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