Richard Dri

Podcast Host Discussing the Unique Issues Facing Widows and Widowers @Scotiabank

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Podcast Host Discussing the Unique Issues Facing Widows and Widowers @Scotiabank

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CA

https://my-widowed-money.blubrry.net/

EDUCATION

2008 — 2009

Canadian Securities Institute

CanadianSecurities Course, Investments and Securities

1996 — 1998

FP canada

Certified Financial Planner-CFP, Financial Planning

2017 — 2017

Financial Services Commission of Ontario

Life and Disability Insurance Licence, Life Insurance

2013 — 2014

UBC Sauder School of Business

Family Enterprise Advisor-FEA, Family Businesses

2015 — 2017

Canadian Securities Institute

Chartered Investment Manager-CIM, Investment Management

1981 — 1985

University of Toronto

Bachelor of Commerce - B.Comm., Business/Commerce, General

2014 — 2014

Canadian Securities Institute

Derivatives and Options Licenced, Derivatives and Options

SKILLS

Private BankingWealthAsset ManagementPortfolio ManagementFinancial AdvisoryWealth Management ServicesAsset AllocationMutual FundsRisk ManagementSecuritiesEstate PlanningFinancial ServicesInvestmentsInvestment AdvisoryStrategic PlanningFinanceEquitiesHigh Net Worth IndividualsWealth ManagementRetirement PlanningStrategic Financial PlanningFinancial AnalysisInvestment Strategies

ABOUT RICHARD DRI

Never again! I promised myself as an adult, things would be different for me and my…

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Richard Dri — Podcast Host Discussing the Unique Issues Facing Widows and Widowers at Scotiabank in Toronto, ON, CA | Unifers