Jon Parry Location
Toronto, ON, CA
Jon Parry Work
- 2017 - now Mobile Investment Consultant @ CIBC
- 2016 - 2017 Financial Planner @ IRONSHIELD Financial Planning Inc.
- 2014 - 2016 Investment Advisor @ Qtrade Advisor
- 2013 - 2014 Investment Advisor @ TD
- 2011 - 2012 Vice President Sales @ Fi 360 Canada
- 2009 - 2010 Senior Manager, National Accounts @ National Bank
- 2006 - 2008 Vice President Business Development @ AEGON Capital Management
- 2000 - 2006 Regional Vice President Sales @ Mackenzie Investments
- 1996 - 1999 Investment Advisor @ Merrill Lynch
- 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
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 1 mobile phone numbers on RocketReach.
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