Robert Venier Location
Calgary, AB, CA
Robert Venier Work
- 2018 - now Senior Cross Border Financial Planner and Wealth Advisor @ Raymond James Ltd.
- 2018 - now Senior Portfolio Manager @ Raymond James (USA) Ltd.
- 2016 - 2018 Investment Advisor and Senior Financial Planner @ Richardson Wealth
- 2016 - 2016 Investment Advisor and Senior Financial Planner @ Sun Life Financial
- 2013 - 2016 Investment Advisor and Senior Financial Planner @ BMO Nesbitt Burns
- 2010 - 2013 Investment Advisor and Senior Financial Planner @ RBC Dominion Securities
- 2004 - 2010 Staff Accountant @ BDO Canada
- 1996 - 2001 Lumber Division @ Crestbrook Forest Industries
- 1997 - 1997 Lumber Division @ Galloway Lumber Company Ltd.
Robert Venier Education
- The American College of Financial Services
Retirement Income Certified Professional (Finance and Financial Management Services)
2019 - 2020 - College for Financial Planning
Chartered Retirement Planning Counselor
2019 - 2019 - Financial Planning Standards Council of Canada
Certified Financial Planner (CFP)
2010 - 2011
- Canadian Securities Institute
Chartered Investment Manager
2023 - Financial Industry Regulatory Authority (FINRA) (USA)
Series 65
2018 - Canadian Securities Institute2010
- The University of Lethbridge
Bachelor of Commerce (B.Com.) (Accounting and Finance)
- Wilfrid Laurier University
Robert Venier Summary
Robert Venier, based in Calgary, AB, CA, is currently a Senior Portfolio Manager at Raymond James (USA) Ltd.. Robert Venier brings experience from previous roles at Raymond James Ltd., Richardson GMP, Sun Life Financial and BMO Nesbitt Burns. Robert Venier holds a 2019 - 2020 Retirement Income Certified Professional in Finance and Financial Management Services @ The American College of Financial Services. Robert Venier has 1 emails on RocketReach.
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