Jon Parry Email & Phone Number
Mobile Investment Consultant @ CIBC
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Jon Parry Location
- Toronto, ON, CA
Jon Parry Work
- 2017 -now Mobile Investment Consultant @
- 2016 -2017 Financial Planner @
- 2014 -2016 Investment Advisor @ Qtrade Advisor
- 2013 -2014 Investment Advisor @
- 2011 -2012 Vice President Sales @ Fi 360 Canada
- 2009 -2010 Senior Manager, National Accounts @
- 2006 -2008 Vice President Business Development @
- 2000 -2006 Regional Vice President Sales @
- 1996 -1999 Investment Advisor @
- 1994 -1996 Investment Advisor @ Midland Walwyn Inc
Jon Parry Education
- Centre for Fiduciary Excellence
Accredited Investment Fiduciary Professional (AIFP) (Fiduciary Studies)
2011-2012 - Life Licence Qualification Program
(Insurance Province of Ontario)
2011-2011 - Canadian Securities Institute
Canadian Investment Manager (Investment Management)
1996-1999 - University of Windsor
B. Comm. (Finance)
1981-1984 - Western University
B.A. (Economics)
1977-1980 - University of Toronto - Rotman School of Management
(Governance Essentials Program For Directors of Not-For-Profit Organizations)
- Western University
Jon Parry Skills
- Insurance
- New Business Development
- Sales
- Banking
- Investments
- Strategic Financial Planning
- Investment Strategies
- Wealth Management
- Mutual Funds
- Portfolio Management
- Risk Management
- Business Planning
- Business Development
- Retirement Planning
- Investment Advisory
- Alternative Investments
- Credit
- Finance
- Financial Services
- Relationship Management
- Management
- Asset Management
- Start-ups
- Retail Banking
- Securities
- Equities
- Fixed Income
- Pensions
- Strategic Planning
- ETFs
- Financial Advisory
- Asset Allocation
- High Net Worth Individuals
- Bonds
- Small Business
- Wealth
- Retirement
- Financial Planners
- Investment Management
- Capital Markets
- Financial Planning
Jon Parry Summary
- Jon Parry, based in Toronto, ON, CA, is currently a Mobile Investment Consultant at Cibc. Jon Parry brings experience from previous roles at Ironshield Financial Planning Inc., Qtrade Advisor, Td and Fi 360 Canada. Jon Parry holds a 2011 - 2012 Accredited Investment Fiduciary Professional (AIFP) in Fiduciary Studies @ Centre for Fiduciary Excellence. With a robust skill set that includes Insurance, New Business Development, Sales, Banking, Investments and more. Jon Parry has 2 emails and 1 mobile phone numbers on RocketReach.
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