Investment Representative@ CI Assante Wealth Management
Kitchener, Ontario, Canada
Aaron Cyr
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Dalhousie University
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Tell me more about Aaron Cyr?
FlashIntel GPTAaron Cyr is an experienced financial advisor with 13.6 years of work experience. He possesses a wide range of skills including business planning, financial advisory, critical illness, and investment representation. Currently, he is an Associate Partner at Blair Financial Services in Kitchener, Ontario, Canada. Throughout his career, Aaron has worked in various roles, including Investment Representative at CI Assante Wealth Management and Quadrus Investment Services. He also has experience as a Financial Advisor at Desjardins Financial Security Life Assurance Company and as a Financial Advisor at CI Assante Wealth Management.
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Emails and Phone Numbers
About
Associate Partner at Blair Financial Services
Work Experience
Investment Representative
Financial Services
Aaron Cyr's Professional Milestones
- Investment Representative (2011-01-01~2018-04-01): Achieved significant revenue growth through effective investment strategies and client satisfaction.
- Financial Advisor (2010-02-01~2010-06-01): Provided persuasive financial advice, minimizing risks and optimizing client's financial performance.
Education
Group Benefits And Retirement Plans
2020-2022Skill
Business Planning
Financial Advisory
Critical Illness
Investment Representative
Tax Efficiency
Cash Flow
Retirement
Finance
Retirement Planning
Financial Services
Employee Benefits
Licensed Life And Health Insurance Agent
Group Retirement Services
Life Insurance
Certification
Colleagues
Rui Fernandes
Senior Financial Planner
Alex Carter, CFP, CIM, CEA
senior wealth advisor branch owner - providing wealth simplification to successful families and business owners
David Beauchamp, CFP,FMA,CIM,FCSI
Senior Financial Advisor | Co-Branch Owner
Margarida Santos
Condo Owner in the Resort of Mt. Tremblant - Rental Property
Dave Jones, CPA, CA, CFP
senior financial advisor branch owner - assante wealth management
Other Named Aaron Cyr
Frequently asked questions
We found 1 Aaron Cyr's email addresses
We found 2 Aaron Cyr's phone numbers
Aaron Cyr's social media include: Linkedin,
Aaron Cyr works for CI Assante Wealth Management
Aaron Cyr's role in CI Assante Wealth Management is Investment Representative
Aaron Cyr works in the industry of Financial Services
Aaron Cyr's colleagues are Rui Fernandes,Alex Carter, CFP, CIM, CEA,David Beauchamp, CFP,FMA,CIM,FCSI
Aaron Cyr's latest job experience is Investment Representative at CI Assante Wealth Management
Aaron Cyr's latest education in Dalhousie University
