Rod Rieu

Director, Wealth & Planning @Beem Wealth & Planning

Kelowna, BC, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

Reveal Contact Details

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WORK HISTORY

Jan 2026 — Present

Director, Wealth & Planning @Beem Wealth & Planning

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EDUCATION

2015 — 2015

Canadian Secrities Instittue

FCSI

SKILLS

Sales ManagementRetail BankingFinanceWealth ManagementInvestmentsRelationship ManagementWealthAsset ManagementWealth Management ServicesFinancial AnalysisInvestment ManagementCoachingInvestment AdvisoryFinancial AdvisoryConsumer LendingPersonal Financial PlanningInvestment StrategiesPensionsCreditRetirementBondsStrategic Financial PlanningCritical IllnessAsset AllocationBankingMutual FundsRisk ManagementSecuritiesEstate PlanningPublic SpeakingChange ManagementFinancial PlannersPortfolio ManagementLoansResidential MortgagesCredit UnionsFinancial ServicesPersonal FinanceInsuranceLeadership

ABOUT ROD RIEU

Experienced Financial Services Executive with a demonstrated history of working in the financial services industry. Skilled in Securities, Investment Advisory, Mutual Funds, Manages Portfolios,High Net Worth Individuals, and Business Development and Mobile Mortgage teams. I also handled our contact centre and estates divisions. Strong business development professional with a FCSI focused in Investments and Securities from Canadian Securities Institute. As an announcer for both the Kelowna Falcons baseball team and Kelowna Chiefs hockey team, I am well versed in public speaking and community engagement.

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