Elissa Atlin, Mba, Cfp
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Elissa Atlin, Mba, Cfp Email & Phone Number

Senior Financial Consultant, MD Management Limited at MD Financial Management | Gestion financière MD
Location: Toronto, Ontario, Canada 8 work roles 2 schools
1 work email found @md.ca LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email e****@md.ca
LinkedIn Profile matched
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Current company
MD Financial Management | Gestion financière MD
Role
Senior Financial Consultant, MD Management Limited
Location
Toronto, Ontario, Canada
Company size
1168 employees

Who is Elissa Atlin, Mba, Cfp? Overview

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Quick answer

Elissa Atlin, Mba, Cfp is listed as Senior Financial Consultant, MD Management Limited at MD Financial Management | Gestion financière MD, a with 1168 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at md.ca and a matched LinkedIn profile for Elissa Atlin, Mba, Cfp.

Elissa Atlin, Mba, Cfp previously worked as Senior Financial Consultant at Md Financial Management | Gestion Financière Md and Financial Planner at Rbc. Elissa Atlin, Mba, Cfp holds Mba from University Of Toronto - Rotman School Of Management.

Company email context

Email format at MD Financial Management | Gestion financière MD

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*@md.ca
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AeroLeads found 1 current-domain work email signal for Elissa Atlin, Mba, Cfp. Compare company email patterns before reaching out.

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Profile bio

About Elissa Atlin, Mba, Cfp

Experienced Senior Financial Consultant with a demonstrated history of working in the financial services industry. Skilled in Sales, Retirement Planning, Debt Management, Investment Advisory, and Estate Planning. Strong finance professional graduated from University of Toronto - Rotman School of Management.

Current workplace

Elissa Atlin, Mba, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

MD Financial Management | Gestion financière MD
Md Financial Management | Gestion Financière Md
Senior Financial Consultant, MD Management Limited
Toronto, ON, CA
Website
cma.ca
Employees
1168
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Company profile
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8 roles · 29 years

Elissa Atlin, Mba, Cfp work experience

A career timeline built from the work history available for this profile.

Financial Planner

Rbc

443 University Avenue, Toronto, Ontario

- Established and maintained long term relationships with a portfolio of 300+ clients, over $100 million book, creating exceptional loyalty by providing superior financial planning expertise, service and advice. - Provided personal clients with strategies to help them achieve their financial and life goals as it relates to investment, retirement, tax, estate planning, risk and debt management, and budgeting. - Developed relationships with service partners and local markets to optimize business opportunities and referrals. Partners include: Private Bankers, Mortgage Specialists, Investment Retirement Planners, Commercial Banking, Group Financial Solutions, RBC USA, PH&N, Dominion Securities.

Mar 2008 - Jun 2018

Rbc Global Private Banking

Rbc Wealth Management

- Worked for three months in the Global Private Banking office in London England to help create a marketing plan for Structured Products for the High Net Worth clients in London and Channel Islands. - Assisted with implementation of High Net Worth Strategy across the International Private Banking business globally.

Oct 2004 - Feb 2008

Dealer Training Program

Rbc Capital Markets

Toronto, Canada

- Provided sales support on the Capital Markets trading floor for Money Market, Fixed Income Markets and Foreign Exchange Market.

Jul 2003 - Sep 2004

Analyst, Quantitative Investments

Ontario Teachers' Pension Plan

Toronto, Canada

- Provided research and analysis of potential equity and income trust investments.

May 2002 - Aug 2002

Marketing Professional

Computershare

Toronto, Canada

- Developed internal marketing strategies, strengthening communication with the company.

2000 - 2001 ~1 yr

Account Manager, Client Services

Montreal Trust

Toronto, Canada

1998 - 2000 ~2 yrs
Team & coworkers

Colleagues at MD Financial Management | Gestion financière MD

Other employees you can reach at cma.ca. View company contacts for 1168 employees →

MA Md Ansarul Aalm Md Ansarul Aalm Colleague at Md Financial Management | Gestion Financière MdKathmandu, Bāgmatī, Nepal View → PS Prabin Sapkota, Cfp Cim Tep Mba Prabin Sapkota, Cfp Cim Tep Mba Colleague at Md Financial Management | Gestion Financière MdMississauga, Ontario, Canada View → SK Sakamoto Kotaro Sakamoto Kotaro Colleague at Md Financial Management | Gestion Financière MdJapan View → JO John O'Hara John O'Hara Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada View → CS Candyce Sun, Mba Candyce Sun, Mba Colleague at Md Financial Management | Gestion Financière MdCanada View → TL Turner Lana Turner Lana Colleague at Md Financial Management | Gestion Financière MdKitchener, Ontario, Canada View → CB Chengappa Batiyanda Cspo® Chengappa Batiyanda Cspo® Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada View → AH Andrew Hayes Andrew Hayes Colleague at Md Financial Management | Gestion Financière MdCochrane, Alberta, Canada View → PK Peace Kwinjo Peace Kwinjo Colleague at Md Financial Management | Gestion Financière MdSt John’S, Newfoundland And Labrador, Canada View → IM Iman Merhi Iman Merhi Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada View →
2 education records

Elissa Atlin, Mba, Cfp education

FAQ

Frequently asked questions about Elissa Atlin, Mba, Cfp

Quick answers generated from the profile data available on this page.

What company does Elissa Atlin, Mba, Cfp work for?

Elissa Atlin, Mba, Cfp works for MD Financial Management | Gestion financière MD.

What is Elissa Atlin, Mba, Cfp's role at MD Financial Management | Gestion financière MD?

Elissa Atlin, Mba, Cfp is listed as Senior Financial Consultant, MD Management Limited at MD Financial Management | Gestion financière MD.

What is Elissa Atlin, Mba, Cfp's email address?

AeroLeads has found 1 work email signal at @md.ca for Elissa Atlin, Mba, Cfp at MD Financial Management | Gestion financière MD.

Where is Elissa Atlin, Mba, Cfp based?

Elissa Atlin, Mba, Cfp is based in Toronto, Ontario, Canada while working with MD Financial Management | Gestion financière MD.

What companies has Elissa Atlin, Mba, Cfp worked for?

Elissa Atlin, Mba, Cfp has worked for Md Financial Management | Gestion Financière Md, Rbc, Rbc Wealth Management, Rbc Capital Markets, and Ontario Teachers' Pension Plan.

Who are Elissa Atlin, Mba, Cfp's colleagues at MD Financial Management | Gestion financière MD?

Elissa Atlin, Mba, Cfp's colleagues at MD Financial Management | Gestion financière MD include Md Ansarul Aalm, Prabin Sapkota, Cfp Cim Tep Mba, Sakamoto Kotaro, John O'Hara, and Candyce Sun, Mba.

How can I contact Elissa Atlin, Mba, Cfp?

You can use AeroLeads to view verified contact signals for Elissa Atlin, Mba, Cfp at MD Financial Management | Gestion financière MD, including work email, phone, and LinkedIn data when available.

What schools did Elissa Atlin, Mba, Cfp attend?

Elissa Atlin, Mba, Cfp holds Mba from University Of Toronto - Rotman School Of Management.

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