Robert Ruzza Email & Phone Number

Head of Wealth @ First West Credit Union

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Robert Ruzza Location

Canada

Robert Ruzza Work

2023 - now Head of Wealth @ First West Credit Union
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2021 - 2022 Vice President of Wealth Management @ First West Credit Union
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2020 - 2021 Leader @ RBC Dominion Securities

2019 - 2020 Leader @ Seeking The Next Great Opportunity
2010 - 2019 Regional Director, Wealth Management @ CIBC
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2001 - 2010 Regional Sales Manager @ CIBC Financial Planning
1997 - 2001 Investment Specialist @ CIBC Financial Planning
1996 - 1997 Financial Advisor @ Royal Bank/Royal Trust
1990 - 1996 Manager @ Royal Bank

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Robert Ruzza Education

Canadian Securities Institute
PDO, PFP, EMS, BM, CSC & CPH
1997
Financial Planning Standards Council of Canada
1997
Institute of Canadian Bankers
1991

NAIT
School of Business (Honors) (Finance)

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Robert Ruzza Skills

Finance
Investments
Wealth Management

Investment Advisory
Sales Management
Strategic Financial Planning
Financial Advisory
Retail Banking
Estate Planning
Mutual Funds

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Robert Ruzza Summary

Robert Ruzza, based in Canada, is currently a Head of Wealth at First West Credit Union. Robert Ruzza brings experience from previous roles at First West Credit Union, RBC Dominion Securities, Seeking The Next Great Opportunity and CIBC. Robert Ruzza holds a PDO, PFP, EMS, BM, CSC & CPH @ Canadian Securities Institute. With a robust skill set that includes Finance, Investments, Wealth Management, Investment Advisory, Sales Management and more. Robert Ruzza has 1 emails and 1 mobile phone numbers on RocketReach.

Robert Ruzza Emails

Found 1 emails

@firstwestcu.ca

Robert Ruzza Phone Numbers

Found 2 phone numbers

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Robert Ruzza

Head of Wealth at First West Credit Union

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Chief Executive Officer at First West Credit Union

Vancouver, BC, CA
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Mark Moreland

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Paul Brodeur

Chief Operating Officer at First West Credit Union

West Kelowna, BC, CA
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Jose Carreres

Vice President, Digital Banking and Applications Development at First West Credit Union

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John Crockett

Senior Vice President, Product and Growth Strategy at First West Credit Union

Hamilton, ON, CA
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Margo Lawrence

Senior Vice President, People and Culture at First West Credit Union

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Carl Lamoureux

Chief Risk Officer at First West Credit Union

None
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Darrin Lee

Vice President, Real Estate at First West Credit Union

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Caroline Cec

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Shelley Besse

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Robert Ruzza

Head of Wealth at First West Credit Union

Canada
1
- firstwestcu.ca
2
- +1 915-408-XXXX
- +1 780-408-XXXX

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