Andrea Rivard (Lisi), MBA, CIM

Andrea Rivard (Lisi), MBA, CIM

Summer Student

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  • Timeline

  • About me

    Director of Key Accounts at Flexiti

  • Education

    • Ryerson University

      -
      Bachelor’s Degree Business/Commerce, Management, Finance
    • Queen's University

      -
      Master of Business Administration (M.B.A.)
  • Experience

    • RBC Dominion Securities

      May 2006 - Aug 2006
      Summer Student
    • RBC

      May 2007 - Aug 2008
      Client Service Representative

      Summer Positions

    • RBC

      Jun 2009 - Oct 2011
      Account Manager
    • RBC Dominion Securities

      Oct 2011 - Apr 2017
      Associate Wealth Advisor
    • Wealthsimple

      Apr 2017 - Nov 2018
      Account Manager | Wealthsimple for Advisors
    • Flexiti

      Nov 2018 - now
      • Director of Key Accounts

        Feb 2022 - now
      • Account Manager

        Nov 2018 - Feb 2022
  • Licenses & Certifications

    • Chartered Investment Manager (CIM)

      Canadian Securities Institute (CSI)
    • MBA

      Queen's University
      Jan 2018
    • Google AdWords

      Google