Friday ,July 21 2017
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About Me

Basic Information

Years of Experience
10 Plus
Professional Title
Certified Financial Planner
Agent type
Accident, sickness and unemployment insurance, Life insurance, Financial Advisor
Broker
Independent

Contact Information

Phone
613-592-0396
Address
32 Huntings End Avenue Kanata K2M-1R3
www.EllasFinancial.com
State
ON
Country
Canada

Education

Bsc.Engineering Physics, CSC (Canadian Securities Course), CIM (Certified Investment Management),Life and Health Insurance Licenses

Award

Products

Insurance plans
Savings plans
Retirement planning
RRSPs
RIFs
LIRAs
LIFs
Investment plans
Group insurance plans
Rick Ellas

Rick Ellas

Looking for a low-risk place for your $ ?
59 months,3 dy ago
  • Member since
  • Sep 12th 2012
  • Last online
  • 59 months,2 dy ago
  • Profile views
  • 1658 views

  • In 1981, I graduated from McMaster University, receiving degree in Engineering Physics.
    For the next 14 years, I worked with Texas Instruments, Philips Semiconductor, and Teck Trek co-ordinating engineering sales with Nortel Networks.

    I cut my teeth in the financial business at Nesbitt Burns, starting in 1995. There I garnered certificates in CSC (Canadian Securities Course), CIM (Certified Investment Management), Options Trading (very rare) and Life and Health Insurance Licenses.

    In 1999, I moved to Manulife Securities as an Independent agent and learned more about the benefits of using Life Insurance in wealth management and family protection.

    I passed the Certified Financial Planning exam in 2001. This is a demanding program that ensures a level of competence that should be expected by all those who invest their hard earned money.

    In 2003 I moved my licenses to a boutique dealer, Interglobe Financial / MGA Partners Inc. They provide regulatory oversight and back office support.

    Today and Going Forward

    I continue to participate in conferences all over North America and enjoy the challenge of adding value to my clients' lives.

    I like to spend time exercising both my body and my mind.

    "Curiosity is an essential ingredient to being a successful Financial Planner"

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