Kris Armstrong, CEA

Kris Armstrong, CEA

Admissions Representative

Followers of Kris Armstrong, CEA263 followers
location of Kris Armstrong, CEASurrey, British Columbia, Canada

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  • Timeline

  • About me

    Branch Manager

  • Education

    • Canadian Institue of Certified Executor Advisors

      2018 - 2018
      Certified Executor Advisor Estate Planning
    • Insurance Council of BC

      2015 - 2016
      Life Insurance
    • University of Canada West

      2012 - 2015
      Bachelor’s Degree Business
    • CDI College

      2008 - 2009
      Associate’s Degree Business Administration and Management, General 92%
  • Experience

    • Vancouver Career College

      Jan 2009 - Jan 2011
      Admissions Representative
    • Avante Garde Sign Graphics

      Jun 2014 - Apr 2016
      Chief Operating Officer

      Design and implement business strategies, plans and proceduresSet comprehensive goals for performance and growthEstablish policies that promote company culture and visionOversee daily operations of the company and the work of executives (IT, Marketing, Sales, Finance etc.)Lead employees to encourage maximum performance and dedicationEvaluate performance by analyzing and interpreting data and metricsWrite and submit reports to the CEO in all matters of importanceAssist CEO in fundraising venturesParticipate in expansion activities (investments, acquisitions, corporate alliances etc.)Manage relationships with partners/vendors Show less

    • Sun Life

      Jan 2015 - Jun 2021
      Advisor

      I am in this business of changing lives earlier, by setting the foundation for the future. My goal is to work with families, single parents and business to educate you, through planning and execution, to obtain financial success at all stages of life. I believe my passion while working with my clients dreams make for a very successful tandem. A carefully crafted game plan with the solid expertise, through my team of professionals, will ensure that no one will ever need to downgrade their lifestyle in the case of an unexpected tragedy, and that all my clients can leave a legacy behind for their family. Show less

    • TLP Financial Solutions

      Jan 2019 - Jun 2021
      President
    • Scotiabank

      Jun 2021 - Sept 2023
      Senior Financial Advisor
    • BMO

      Oct 2023 - now
      Branch Manager
  • Licenses & Certifications

    • Certified Executor Advisor

      Canadian Institue of Certified Executor Advisors
      Dec 2018
      View certificate certificate
    • Canadian Investments Funds

      MFDA
      Nov 2016
    • Life and Accident and Sickness Insurance

      Insurance Council of BC
      Apr 2016
    • BCO

      Canadian Securities Institute
      May 2024
  • Volunteer Experience

    • Golf Caddy

      Issued by Special Olympics British Columbia on Jun 2017
      Special Olympics British ColumbiaAssociated with Kris Armstrong, CEA
    • Hockey Coach

      Issued by Coquitlam Minor Hockey Assoc. on Aug 2012
      Coquitlam Minor Hockey Assoc.Associated with Kris Armstrong, CEA
    • Head Coach

      Issued by Aldergrove Minor Hockey on Sept 2006
      Aldergrove Minor HockeyAssociated with Kris Armstrong, CEA
    • Assistant Coach

      Issued by Valley West Hawks on Jun 2014
      Valley West HawksAssociated with Kris Armstrong, CEA