certified financial planner & retirement specialist@ EES Financial Services Ltd
Richmond Hill, Ontario, Canada
Nick Keras, CFP, RRC
GET FULL PROFILE 
York University
Real-Time AI Research
FlashIntel GPT
Tell me more about Nick Keras, CFP, RRC?
FlashIntel GPTNick Keras, CFP, RRC is a highly experienced Senior Financial Advisor & Retirement Specialist at CIBC with over 31 years of work experience. He possesses a wide range of skills including customer service, strategic planning, and wealth management. Nick has worked at CIBC in various roles, including Certified Financial Planner and Retirement Specialist, Business Advisor, and Assistant Manager. He also has experience as a Head Teller at CIBC. Nick's expertise lies in providing comprehensive financial planning for high net worth individuals and corporations. He is based in Richmond Hill, Ontario, Canada.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Senior Financial Advisor & Retirement Specialist at CIBC ... Retirement Specialist, and Small Business Advisor providing comprehensive financial planning for high net worth individuals and Corporations. ... Financial Advisor at Scotiabank...
Work Experience
certified financial planner & retirement specialist
Accounting
Nick Keras, CFP, RRC's Professional Milestones
- Certified Financial Planner | Retirement Specialist (2003-12-01~2016-01-01): Provided expert advice and guidance to clients, ensuring their financial stability and making informed decisions.
- Business Advisor (2000-11-01~2003-12-01): Guided organizations to achieve sustainable growth through strategic planning and effective communication strategies.
Education
Biology,
Bachelors,
Bachelor Of Science,
Psychology
757382400-852076800Skill
Customer Service
Strategic Planning
Mutual Funds
Wealth Management
Coaching
Retirement Planning
Mortgage Lending
Microsoft Excel
Sales
Teamwork
Investment Advisory
Strategic Financial Planning
Investment Strategies
Investments
Financial Advisory
Residential Mortgages
Portfolio Management
Credit
Securities
Banking
Wealth
High Net Worth Individuals
Financial Services
Risk Management
Retail Banking
Financial Analysis
Finance
Management
Certification
Colleagues
Other Named Nick Keras, CFP, RRC
Frequently asked questions
We found 1 Nick Keras, CFP, RRC's phone numbers
Nick Keras, CFP, RRC works for EES Financial Services Ltd
Nick Keras, CFP, RRC's role in EES Financial Services Ltd is certified financial planner & retirement specialist
Nick Keras, CFP, RRC works in the industry of Accounting
Nick Keras, CFP, RRC's colleagues are Scott Gibson,Sue Rechil,Terry Gibson
Nick Keras, CFP, RRC's latest job experience is certified financial planner & retirement specialist at EES Financial Services Ltd
Nick Keras, CFP, RRC's latest education in York University
