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Eric Massey, Ris
Wealth Advisor at Access Credit Union
Eric Massey, a seasoned financial professional, holds a Certified Financial Planner designation from Durham College and a Bachelor of Commerce degree from the University of Manitoba, with 8+ years of experience as a Financial Advisor and Wealth Advisor in Winnipeg, Canada.
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Location
Winnipeg, Manitoba, Canada, CA
Bio
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Topline AI
Eric Massey, Ris is a seasoned financial professional with a proven track record of delivering exceptional wealth management solutions. As a Certified Financial Planner and holder of the Canadian Investment Funds Course, he has established a strong foundation in guiding clients through strategic financial planning and investment decisions.
Throughout his career, Eric has demonstrated expertise in various roles, including Financial Advisor at Cambrian Credit Union and Financial Representative at IG Wealth Management. His tenure at Access Credit Union, where he currently serves as a Wealth Advisor, showcases his ability to build lasting relationships with clients and provide tailored financial solutions.
With a strong educational background in Bachelor of Commerce and a Certified Financial Planner designation from Durham College, Eric possesses a unique blend of business acumen and financial expertise. His certifications in Responsible Investment Specialist, LLQP, and Canadian Investment Funds Course further solidify his credibility in the industry.
Credentials
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Responsible Investment Specialist
Responsible Investment AssociationOct, 2022- Apr, 2026 -
LLQP
Business Career CollegeJul, 2014- Apr, 2026 -
Canadian Investment Funds Course
IFSE InstituteNov, 2013- Apr, 2026
Experience
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Access Credit Union
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Winnipeg, Manitoba, Canada
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Wealth Advisor
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Nov 2023 - Present
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Winnipeg, Manitoba, Canada
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Financial Advisor
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Mar 2022 - Nov 2023
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Financial Representative
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Nov 2013 - Mar 2022
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Education
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Durham College
Certified Financial Planner designation -
University of Manitoba
Bachelor of Commerce - BCom
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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