Ryan Siegel
District Vice President @Fidelity Canada
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WORK HISTORY
District Vice President @Fidelity Canada
Ottawa, ON, CA
EDUCATION
Canadian Securities Institute
Canadian Securities Course
CFA Institute
Passed CFA Level I Exam
St. Francis Xavier University
Bachelor of Business Administration (BBA)
ABOUT RYAN SIEGEL
My aim is to help financial advisors optimize their practice by leveraging Fidelity\'s industry-leading investment solutions, tax-efficient strategies and portfolio construction tools. I take pride in helping advisors differentiate their service via the following channels: • Sharing prospecting strategies geared towards thriving in a digital environment and capturing the largest inter-generational wealth transfer in history • Providing exposure to unique asset classes and investment strategies that promote a more enjoyable investor experience • Leveraging holistic portfolio analysis utilizing innovative platforms to better align with investors\' saving goals Want to chat? Please reach out.
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