Ray Ris Email & Phone Number
Financial Planner and Associate Portfolio Manager @ Manulife Wealth
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Ray Ris Location
- Orillia, ON, CA
Ray Ris Work
- Financial Planner and Associate Portfolio Manager @ (July 2019 - Present)
- Investment Advisor, Financial Planner and Assistant Branch Manager @ (January 2015 - July 2019)
- Director and Head, Wealth Management and Advisor Support @ HollisWealth (April 2011 - December 2014)
- Business Consultant, Wealth Management @ Freelance (September 2007 - April 2011)
- Senior Consultant @ (May 2006 - September 2007)
- VP and Senior Consultant, Advisor Relations @ Performa Financial Group (previously Standard Life) (May 2004 - March 2006)
- Financial Planner @ IQON Financial (January 1998 - January 2004)
Ray Ris Education
- D'Youville College
(Teaching, Elementary Education)
1994 - Brock University
Bachelor of Arts (History)
1989-1992 - Brock University
Bachelors (Physical Education)
1989-1991
Ray Ris Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Business Development
- Business Strategy
- Change Management
- Cross-functional teams
- Customer Relationship Management (CRM)
- Customer Service
- Dividend Investing
- Estate Planning
- Etfs
- Executive Leadership
- Financial Planners
- Financial Planning
- Financial Services
- Green Belt Six Sigma
- Holistic Financial Planning
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Management
- Marketing
- Multi-generational wealth transfer
- Mutual Funds
- Practice Management
- Resource Management Strategy Development and Execution
- Retirement
- Retirement Planning
- Securities
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
- Financial Advisory
- Customer Relationship Management Crm
- Holistic Financial
- Pensions
- Sales
- Portfolio Management
- Cross Selling
- Financial Planning Software
- Multi Generational Wealth Transfer
- Collaboration
- Wealth
- Project Planning
- Strategic Financial
- Integrated Solutions
- Customer Relationship Management
Ray Ris Summary
- Ray Ris, based in Orillia, ON, CA, is currently a Financial Planner and Associate Portfolio Manager at Manulife Wealth. Ray Ris brings experience from previous roles at BMO Nesbitt Burns, HollisWealth, Freelance and HSBC Securities (Canada). Ray Ris holds a D'Youville College. With a robust skill set that includes Asset Allocation, Asset Management, Asset Managment, Business Development, Business Strategy and more.
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