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
- 2019 -now Financial Planner and Associate Portfolio Manager @
- 2015 -2019 Investment Advisor, Financial Planner and Assistant Branch Manager @
- 2011 -2014 Director and Head, Wealth Management and Advisor Support @ HollisWealth
- 2007 -2011 Business Consultant, Wealth Management @ Freelance
- 2006 -2007 Senior Consultant @
- 2004 -2006 VP and Senior Consultant, Advisor Relations @ Performa Financial Group (previously Standard Life)
- 1998 -2004 Financial Planner @ IQON Financial
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
- Leadership
- Estate Planning
- Financial Advisory
- Customer Relationship Management Crm
- Financial Planners
- Practice Management
- Holistic Financial
- Pensions
- Wealth Preservation Planning
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Cross Selling
- Investments
- Business Development
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Strategy
- Asset Managment
- Financial Services
- Wealth Management
- Financial Planning Software
- Mutual Funds
- Multi Generational Wealth Transfer
- Strategic Financial Planning
- Investment Strategies
- Green Belt Six Sigma
- Marketing
- Asset Management
- Change Management
- Collaboration
- Customer Service
- Holistic Financial Planning
- Wealth
- Project Planning
- Business Strategy
- Management
- Strategic Financial
- ETFs
- Retirement
- Integrated Solutions
- Securities
- 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 Leadership, Estate Planning, Financial Advisory, Customer Relationship Management Crm, Financial Planners and more.
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