Rhealynne Ries Clu, Cfp, Cea, Rrc

Regional Director, Strategic Relationships at PPI

Rhealynne Ries has a diverse work experience spanning various roles in the financial industry. Rhealynne currently serves as the Regional Director, Strategic Relationships at PPI since August 2022. Prior to this, they worked at RBC as a Senior Sales Consultant in the Wealth Division from December 2015 to August 2022. Rhealynne also held the position of Business Development Manager at B2B Bank from January 2015 to November 2015. Earlier in their career, Rhealynne served as the Regional Manager of Sales at BMO Wealth Management - Canada from August 2009 to December 2014. Rhealynne started their career in the industry as a District Sales Associate at Fidelity Investments from November 2004 to August 2009.

Rhealynne Ries, CLU, CFP, CEA, RRC, holds a Bachelor of Management degree in Finance from The University of Lethbridge. Rhealynne obtained various additional certifications throughout their career. In 2015, they completed the Life Licensed Qualification Program (LLQP) offered by the Alberta Insurance Council (AIC). In 2017, Rhealynne obtained the Registered Retirement Consultant (RRC) designation from the Canadian Institute of Financial Planning (CIFP). In 2019, they achieved the Certified Executor Advisor (CEA) certification from the Canadian Institute of Certified Executor Advisors (CICEA). In 2021, Rhealynne earned the Chartered Life Underwriter (CLU) designation from Advocis. Most recently, in 2022, they obtained the Certified Financial Planner (CFP) certification from FP Canada. Rhealynne's education and certifications reflect their dedication to expanding their knowledge and expertise in the field of financial planning and management.

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Timeline

  • Regional Director, Strategic Relationships

    August, 2022 - present