Eric Orr Email
Advanced Case Sales Director @ IA groupe financier
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Eric Orr Location
- Canada
Eric Orr Work
- Advanced Case Sales Director @ (July 2025 - Present)
- Investment Representative @ Quadrus Investment Services Ltd. (September 2002 - Present)
- Financial Planner @ (September 2002 - Present)
- Manager, Financial Planning Solutions @ (August 2021 - November 2024)
- Special Projects and Business Development Advisor @ (November 2020 - July 2021)
- Sales Consultant, Insurnace @ (June 2015 - November 2020)
- Director, Business Development and Financial Planner @ (April 2011 - June 2015)
- BOA member @ (January 2003 - June 2015)
- New Advisor Training Manager @ (January 2007 - April 2011)
- Financial Security Advisor @ (September 2002 - December 2006)
- Customer Service Representative @ (December 1997 - May 2002)
Eric Orr Education
- McGill University
B.Comm (Finance and Entrepreneurship)
- The Institute for Advanced Financial Education
Chartered Life Underwriter - CLU
- The Institute for Advanced Financial Education
Certified Health Specialist - CHS
- IQPF
Fin. Pl. (Personal Finance)
Eric Orr Skills
- Wealth Management
- Financial Advisory
- Mutual Funds
- Financial Planning
- Finance
- Retirement Planning
- Insurance
- Disability Insurance
- Strategic Financial Planning
- Retirement
- Insurance Planning
- Securities
- Investment Strategies
- Wealth
- Critical Illness
- Financial Planners
- Employee Benefits
- Business Development
- Training
- Annuities
- Mortgage
- Group Benefits
- Succession Planning
- Fixed Annuities
- Mortgage Lending
- Leadership
- Mentoring
- Strategic Financial
Eric Orr Summary
- Eric Orr, based in Canada, is currently a Advanced Case Sales Director at iA Financial Group (Industrial Alliance). Eric Orr brings experience from previous roles at Quadrus Investment Services Ltd., Private Practice and Canada Life. Eric Orr holds a B.Comm in Finance and Entrepreneurship @ McGill University. With a robust skill set that includes Wealth Management, Financial Advisory, Mutual Funds, Financial Planning, Finance and more. Eric Orr has 2 emails on RocketReach.
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