Marc Lepage, Cfp, Cim, Fma, Fcsi
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Marc Lepage, Cfp, Cim, Fma, Fcsi Email & Phone Number

Senior Financial Consultant, MD Management Limited and Associate Portfolio Manager, MD PIC at MD Financial Management | Gestion financière MD
Location: Greater Sudbury, Ontario, Canada 9 work roles 8 schools
1 work email found @cma.ca LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
MD Financial Management | Gestion financière MD
Role
Senior Financial Consultant, MD Management Limited and Associate Portfolio Manager, MD PIC
Location
Greater Sudbury, Ontario, Canada
Company size
1168 employees

Who is Marc Lepage, Cfp, Cim, Fma, Fcsi? Overview

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Quick answer

Marc Lepage, Cfp, Cim, Fma, Fcsi is listed as Senior Financial Consultant, MD Management Limited and Associate Portfolio Manager, MD PIC at MD Financial Management | Gestion financière MD, a company with 1168 employees, based in Greater Sudbury, Ontario, Canada. AeroLeads shows a work email signal at cma.ca and a matched LinkedIn profile for Marc Lepage, Cfp, Cim, Fma, Fcsi.

Marc Lepage, Cfp, Cim, Fma, Fcsi previously worked as Senior Financial Consultant, Associate Portfolio Manager | MD Signature Private Wealth at Md Financial Management | Gestion Financière Md and Regional Head, Ontario Region, MD Management Limited at Md Financial Management | Gestion Financière Md. Marc Lepage, Cfp, Cim, Fma, Fcsi holds Certified Financial Planner (Cfp) from Financial Planning Standards Council.

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*@cma.ca
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Profile bio

About Marc Lepage, Cfp, Cim, Fma, Fcsi

At MD Financial Management, we help Canadian physicians and their families build wealth, security, and peace of mind. We identify opportunities to improve risk management, strengthen retirement and education planning, and optimize income and taxes through incorporation. We provide strategies and services in investment planning, succession & estate planning, and debt management. In collaboration with a strong team of dedicated financial planners, insurance experts, legal counsel, taxation specialists, and a wealth strategy team with expertise in incorporation, we provide a truly holistic plan for you and your family.My dedication to excellent client service has earned me multiple MD awards of excellence and I’m a past member of MD’s President Advisory Council, where I worked with MD’s executive leadership team to share ideas to improve client experience.

Listed skills include Wealth Management Services, High Net Worth Individuals, Wealth Management, Investment Strategies, and 31 others.

Current workplace

Marc Lepage, Cfp, Cim, Fma, Fcsi's current company

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MD Financial Management | Gestion financière MD
Md Financial Management | Gestion Financière Md
Senior Financial Consultant, MD Management Limited and Associate Portfolio Manager, MD PIC
Greater Sudbury, ON, CA
Website
cma.ca
Employees
1168
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9 roles

Marc Lepage, Cfp, Cim, Fma, Fcsi work experience

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

Senior Financial Consultant, Associate Portfolio Manager | Md Signature Private Wealth

Current
Md Financial Management | Gestion Financière Md

Greater Sudbury, Ontario, Canada

The most important investment advice I can give my clients is that investing is only one small piece of achieving their overall financial goals. Our customized plans help them articulate and us to consider what they value most. Once their goals are clearly defined, we can start building plans that are meaningful and tailored to them. I work with a team of.

Nov 2023 - Present

Regional Vice-President, Southern Ontario, Md Management Limited

Md Financial Management | Gestion Financière Md

London, Ontario

Leading a high-performance wealth management team of 19 advisors delivering integrated wealth solutions to over 2500 physicians and their families. Our team includes 13 financial planners, 4 portfolio managers, 1 estate and trust specialist and 1 insurance consultant who assists with intergenerational wealth and wealth optimization strategies. Our team.

Jul 2013 - Dec 2015

Regional Vice-President, Toronto West, Md Management Limited

Md Financial Management | Gestion Financière Md

Mississauga, Hamilton And St. Catharines

Leading a high-performance wealth management team of 19 advisors delivering integrated wealth solutions to physicians and their families in the golden horseshoe area (Mississauga, Hamilton, St. Catharines). Our team includes 14 financial planners, 3 portfolio managers, 1 estate and trust specialist and 1 insurance consultant who assists with.

Nov 2010 - Jun 2013

Assistant Regional Manager, Md Management Limited

Md Financial Management | Gestion Financière Md

Eastern Ontario And Northern Ontario

Working with the Regional Manager to lead a multi-disciplinary team of 26 advisors providing high net worth solutions and advice to physicians and their families. Total Region AUM of $3.7 billion. In this role, my key focus was recruitment, onboarding of new advisors, ongoing training on planning and wealth management as well as systems training and.

Jan 2007 - Oct 2010

Field Management Assistant, Md Management Limited

Md Financial Management | Gestion Financière Md

Created new advisor training programs for Central Canada Zone. Assisted with rollout and delivery of National Advisor Incorporation training program. Provided ongoing support to Regional Managers with development of advisors on various wealth management applications and strategies. Subject matter expert on retirement income planning, incorporation and.

Jan 2006 - Jan 2007

Senior Financial Consultant, Md Management Limited

Md Financial Management | Gestion Financière Md

Ottawa, Canada Area

Provided comprehensive wealth management advice to physicians and their families. Wealth management advice focused on physician incorporation, tax, investment and retirement planning. Acquired expertise in helping physicians optimize their plans and providing guidance on how to maximize the benefit of their professional corporation. Recognized as top.

Apr 2001 - Jan 2006

Tradecentre Representative, Md Management Limited

Md Financial Management | Gestion Financière Md

Ottawa, Canada Area

Work in discount brokerage arm of MD and helping both clients and advisors implement trades on stocks, bonds, mutual funds and GICs. Also played a key role in training new representatives and developing best practices for the team.

Apr 1999 - Apr 2001
Team & coworkers

Colleagues at MD Financial Management | Gestion financière MD

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

MS Michael Starr Michael Starr Colleague at Md Financial Management | Gestion Financière Md Kemptville, Ontario, Canada, Canada View → CH Catherine Hodgkinson Catherine Hodgkinson Colleague at Md Financial Management | Gestion Financière Md Ottawa, Ontario, Canada, Canada View → CS Covert Sherry Covert Sherry Colleague at Md Financial Management | Gestion Financière Md Mississauga, Ontario, Canada, Canada View → MJ Mona Jaber Mona Jaber Colleague at Md Financial Management | Gestion Financière Md Greater Ottawa Metropolitan Area, Canada View → BS Brittany St. Louis Brittany St. Louis Colleague at Md Financial Management | Gestion Financière Md Ottawa, Ontario, Canada, Canada View → HK Hayden King Hayden King Colleague at Md Financial Management | Gestion Financière Md Canada, Canada View → DL Denise Lebrun Denise Lebrun Colleague at Md Financial Management | Gestion Financière Md Greater Ottawa Metropolitan Area, Canada View → JB Jessica Burden Jessica Burden Colleague at Md Financial Management | Gestion Financière Md London, Ontario, Canada, Canada View → SC Susan Cowan Susan Cowan Colleague at Md Financial Management | Gestion Financière Md Dutton/Dunwich, Ontario, Canada, Canada View → CM Cody Mummery Cody Mummery Colleague at Md Financial Management | Gestion Financière Md Ottawa, Ontario, Canada, Canada View →
8 education records

Marc Lepage, Cfp, Cim, Fma, Fcsi education

Certified Financial Planner (Cfp)

Financial Planning Standards Council

Chartered Investment Manager (Cim)

Canadian Securities Institute

Fellow Of Csi (Fcsi)

Canadian Securities Institute

Financial Management Advisor (Fma)

Canadian Securities Institute

Education record

Ecole Secondaire Smooth Rock Falls
FAQ

Frequently asked questions about Marc Lepage, Cfp, Cim, Fma, Fcsi

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

What company does Marc Lepage, Cfp, Cim, Fma, Fcsi work for?

Marc Lepage, Cfp, Cim, Fma, Fcsi works for MD Financial Management | Gestion financière MD.

What is Marc Lepage, Cfp, Cim, Fma, Fcsi's role at MD Financial Management | Gestion financière MD?

Marc Lepage, Cfp, Cim, Fma, Fcsi is listed as Senior Financial Consultant, MD Management Limited and Associate Portfolio Manager, MD PIC at MD Financial Management | Gestion financière MD.

What is Marc Lepage, Cfp, Cim, Fma, Fcsi's email address?

AeroLeads has found 1 work email signal at @cma.ca for Marc Lepage, Cfp, Cim, Fma, Fcsi at MD Financial Management | Gestion financière MD.

Where is Marc Lepage, Cfp, Cim, Fma, Fcsi based?

Marc Lepage, Cfp, Cim, Fma, Fcsi is based in Greater Sudbury, Ontario, Canada while working with MD Financial Management | Gestion financière MD.

What companies has Marc Lepage, Cfp, Cim, Fma, Fcsi worked for?

Marc Lepage, Cfp, Cim, Fma, Fcsi has worked for Md Financial Management | Gestion Financière Md.

Who are Marc Lepage, Cfp, Cim, Fma, Fcsi's colleagues at MD Financial Management | Gestion financière MD?

Marc Lepage, Cfp, Cim, Fma, Fcsi's colleagues at MD Financial Management | Gestion financière MD include Michael Starr, Catherine Hodgkinson, Covert Sherry, Mona Jaber, and Brittany St. Louis.

How can I contact Marc Lepage, Cfp, Cim, Fma, Fcsi?

You can use AeroLeads to view verified contact signals for Marc Lepage, Cfp, Cim, Fma, Fcsi at MD Financial Management | Gestion financière MD, including work email, phone, and LinkedIn data when available.

What schools did Marc Lepage, Cfp, Cim, Fma, Fcsi attend?

Marc Lepage, Cfp, Cim, Fma, Fcsi holds Certified Financial Planner (Cfp) from Financial Planning Standards Council.

What skills is Marc Lepage, Cfp, Cim, Fma, Fcsi known for?

Marc Lepage, Cfp, Cim, Fma, Fcsi is listed with skills including Wealth Management Services, High Net Worth Individuals, Wealth Management, Investment Strategies, Retirement Planning, New Business Development, Coaching Staff, and Building World Class Teams.

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