Ryan is our client service lead in the Cadence Financial Group, where he has a long list of responsibilities but all under the specific heading of helping our clients in every way he can. Whether it’s the opening of additional accounts, preparing tax information packages, generating any number of special reports, assisting with transaction orders, or answering questions clients may have, Ryan helps make it happen. Currently licensed as an Investment Representative, Ryan is well on his way to becoming a fully-registered Financial Advisor.
Prior to joining Raymond James, Ryan worked at a major Canadian bank. While completing his BA in Economics at Simon Fraser University, he worked in the public sector, where he began developing his expertise in client service. Following graduation and two years of unfulfilling work, Ryan decided to go backpacking. During those five months, while thinking about his long term future and knowing he wanted a career where he could apply his education and be of service to real people at the same time, he decided to enter the investment management industry.
When he’s not in the office juggling two hands-full of tasks, you can probably find Ryan at the gym, where you’ll see him bobbing and weaving in the boxing ring. He is also looking to fulfill his childhood wish by adopting his first dog.