Financial Adviser – Investia Financial Services Inc.
Owner – SPEIR Wealth Management Inc.
Ryan grew up in North Vancouver and after spending 8 years in Alberta he moved back to BC and settled down in Kelowna in 2009. He holds a Life Insurance License with Insurance Council of British Columbia and the Alberta Insurance Council as well as a Mutual Funds License with Investia Financial Services Inc. He is currently in the process of obtaining his Certified Financial Planner (CFP) designation.
During Ryan’s years as a professional golfer and working in the golf industry, he developed a natural connect with people. He loves working with people and enjoys offering ultimate customer service.
Ryan got his first taste in the financial industry at GE Capital Solutions Division in Calgary, AB. While gaining valuable experience and knowledge in the industry, his role at GE did not seem to be the perfect fit as he wanted to connect directly with clients, giving them more personal financial care. This was the great motivation behind his switch to personal and small business financial planning and wealth management work.
Ryan has a strong drive to help his clients, and an equal enthusiasm to contribute into his community by his work with the Big Brothers of Canada Association and the Kelowna Falcons baseball team. In Ryan’s spare time he enjoys watching hockey, especially the Vancouver Canucks, and playing golf.