Ryan Kuruliak, CFA
President at Proteus Performance- Claim this Profile
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Bio
Brian J. Gregoire
I have worked with Ryan many times in his capacity as consultant for his Sun Life Pension clients and have found him to be very professional, precise, and extremely capable. He is acutely aware of his client's needs, and has 21st century skills to react with appropriate solutions. His relaxed and confident manner eases the most stressful situations to enable the task at hand to be completed to everyone's satisfaction.
Brian J. Gregoire
I have worked with Ryan many times in his capacity as consultant for his Sun Life Pension clients and have found him to be very professional, precise, and extremely capable. He is acutely aware of his client's needs, and has 21st century skills to react with appropriate solutions. His relaxed and confident manner eases the most stressful situations to enable the task at hand to be completed to everyone's satisfaction.
Brian J. Gregoire
I have worked with Ryan many times in his capacity as consultant for his Sun Life Pension clients and have found him to be very professional, precise, and extremely capable. He is acutely aware of his client's needs, and has 21st century skills to react with appropriate solutions. His relaxed and confident manner eases the most stressful situations to enable the task at hand to be completed to everyone's satisfaction.
Brian J. Gregoire
I have worked with Ryan many times in his capacity as consultant for his Sun Life Pension clients and have found him to be very professional, precise, and extremely capable. He is acutely aware of his client's needs, and has 21st century skills to react with appropriate solutions. His relaxed and confident manner eases the most stressful situations to enable the task at hand to be completed to everyone's satisfaction.
Credentials
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CFA Institute CE Program 5 Year Milestone
CFA Institute -
Canadian Investment Manager (CIM)
Canadian Securities Institute -
Chartered Financial Analyst (CFA)
CFA Institute -
Retirement Plans Associate (RPA)
IFEBP / Dalhousie University
Experience
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Proteus Performance
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Canada
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Financial Services
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1 - 100 Employee
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President
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Jan 2022 - Present
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Senior Vice President
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Jan 2016 - Jan 2022
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Vice President
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Oct 2008 - Dec 2015
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Consultant
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Jul 2005 - Oct 2008
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Analyst
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Oct 2001 - Jul 2005
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HUB International Canada
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Canada
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Insurance
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300 - 400 Employee
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President, HUB Proteus
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Jan 2022 - Present
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Education
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CFA Institute
CFA -
Brock University
BCB (Honours), Finance / Computer Science -
Canadian Securities Institute
Canadian Investment Manager (CIM) -
IFEB / Dalhousie University
Retirement Plans Associate (RPA)