Eric Orr Email
Advanced Case Sales Director @ IA groupe financier
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Eric Orr Location
- Canada
Eric Orr Work
- 2025 - now Advanced Case Sales Director @
- 2002 - now Investment Representative @ Quadrus Investment Services Ltd.
- 2002 - now Financial Planner @
- 2021 - 2024 Manager, Financial Planning Solutions @
- 2020 - 2021 Special Projects and Business Development Advisor @
- 2015 - 2020 Sales Consultant, Insurnace @
- 2011 - 2015 Director, Business Development and Financial Planner @
- 2007 - 2011 New Advisor Training Manager @
- 2002 - 2006 Financial Security Advisor @
- 2003 - 2015 BOA member @
- 1997 - 2002 Customer Service Representative @
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 1 emails on RocketReach.
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