Talk to sales Try for Free
Devon Rice, CFP®, CIM®, B.Sc.

Devon Rice, CFP®, CIM®, B.Sc.

Investment Advisor

Followers of Devon Rice, CFP®, CIM®, B.Sc.263 followers
location of Devon Rice, CFP®, CIM®, B.Sc.Ottawa, Ontario, Canada

Connect with Devon Rice, CFP®, CIM®, B.Sc. to Send Message

Connect

Connect with Devon Rice, CFP®, CIM®, B.Sc. to Send Message

Connect

  • Timeline

  • About me

    Financial Planner & Associate Portfolio Manager

  • Education

    • SUNY Geneseo

      2012 - 2015
      Bachelor of Science - BS Business Administration

  • Experience

    • Investment Planning Counsel

      Jan 2018 - now
      Investment Advisor

  • Licenses & Certifications

    • Derivatives Fundamentals and Options Licensing Course (DFOL)

      Canadian Securities Institute
      Nov 2021
      View certificate certificate

    • Chartered Investment Manager (CIM®)

      Canadian Securities Institute
      Jan 2020

    • FPSC Level 1®

      Financial Planning Standards Council (FPSC)
      Jul 2017

    • CFP®

      Financial Planning Standards Council (FPSC)
      Jan 2019

  • Honors & Awards

    • Awarded to Devon Rice, CFP®, CIM®, B.Sc.
      Men's Ice Hockey SUNYAC All-Academic Team SUNYAC May 2013