Robert Ruzza
Head of Wealth at First West Credit Union
Based in Canada
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Seniority
C-Team
Department
Finance & Accounting
Location
Canada
Industry
Financial Services
Company size
1.6K
Contact information
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r•••••••@firstwestcu.ca
Phone
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Background
About Robert Ruzza
As a highly motivated and skilled leader with a solid track record of delivering exemplary quantitative and qualitative results in wealth management, I know how important it is to build a wealth management team focused first on those we serve. In the most recent 20 years, I have led, worked with and guided a highly capable team of results orientated advisors. The results for these individuals are best in class as we displayed advisory leadership in the areas of wealth management, investment solutions, tax and estate planning. My responsibility as a leader is to ensure that I foster an environment wherein there is an opportunity to be successful and then coach and support towards that success. My responsibility to our clients and the families that we serve is simply defined.Listen and fully understand what their key goals and objectives are. Then mobilize both human and organizational resources to satisfy them. I measure professional success as supporting and seeing the goals of the organization, the team and, most importantly, the clients achieved.
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