Melissa Allan, Cfp®
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Melissa Allan, Cfp® Email & Phone Number

Senior Financial Consultant at MD Management Limited | Gestion financière MD at MD Financial Management | Gestion financière MD
Location: Kingston, Ontario, Canada 6 work roles 1 school
1 work email found @md.ca 2 phones found area 877 and 604 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email m****@md.ca
Direct phone (877) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
MD Financial Management | Gestion financière MD
Role
Senior Financial Consultant at MD Management Limited | Gestion financière MD
Location
Kingston, Ontario, Canada
Company size
1163 employees

Who is Melissa Allan, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Melissa Allan, Cfp® is listed as Senior Financial Consultant at MD Management Limited | Gestion financière MD at MD Financial Management | Gestion financière MD, a company with 1163 employees, based in Kingston, Ontario, Canada. AeroLeads shows a work email signal at md.ca, phone signal with area code 877, 604, and a matched LinkedIn profile for Melissa Allan, Cfp®.

Melissa Allan, Cfp® previously worked as Senior Financial Consultant, MD Management Limited at Md Financial Management | Gestion Financière Md and Financial Consultant, MD Management Limited at Md Financial Management | Gestion Financière Md. Melissa Allan, Cfp® studied at Saint Mary'S University.

Company email context

Email format at MD Financial Management | Gestion financière MD

This section adds company-level context without repeating Melissa Allan, Cfp®'s masked contact details.

*@md.ca
68% confidence

AeroLeads found 1 current-domain work email signal for Melissa Allan, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Melissa Allan, Cfp®

Debt can get out of control unless you have a plan. I work with residents, fellows, and new to practice physicians who are at the starting point of their careers. My goal to make sure they have a plan — and the discipline — to master their debt and reach their goals. With more than 18 years of experience in the financial services industry, I know a thing or two about how to get you there.

Listed skills include Disability Insurance, Critical Illness, Estate Planning, Mutual Funds, and 20 others.

Current workplace

Melissa Allan, 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 at MD Management Limited | Gestion financière MD
ottawa, ontario, canada
Website
cma.ca
Employees
1163
AeroLeads page
Company profile
View company profile Email format
6 roles

Melissa Allan, Cfp® work experience

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

Investment Representative And Financial Security Advisor

Trinity Wealth Partners (Formally Caq Financial)

Nova Scotia & Ontario

Oct 2010 - May 2018

Financial Security Advisor

Halpenny Insurance Benefit Partners Ltd.
Feb 2003 - Jul 2010

Executive Assistant

Investors Group

Kingston, Ontario

Jan 2001 - Jan 2003
Team & coworkers

Colleagues at MD Financial Management | Gestion financière MD

Other employees you can reach at cma.ca. View company contacts for 1163 employees →

KS Katherine Salinas Katherine Salinas Colleague at Md Financial Management | Gestion Financière Md Greater Ottawa Metropolitan Area, Canada View → JD Jacob Dobrowolski Jacob Dobrowolski Colleague at Md Financial Management | Gestion Financière Md Greater Ottawa Metropolitan Area, Canada View → CM Charles Mccarthy, Mba, Cim®, Cfp®, Fcsi® Charles Mccarthy, Mba, Cim®, Cfp®, Fcsi® Colleague at Md Financial Management | Gestion Financière Md St John’s, Newfoundland And Labrador, Canada, Canada View → BL Byron Lo, Cfa Byron Lo, Cfa Colleague at Md Financial Management | Gestion Financière Md Vancouver, British Columbia, Canada, Canada View → AL Alba Lucia L'Hoeste-Roldan Alba Lucia L'Hoeste-Roldan Colleague at Md Financial Management | Gestion Financière Md St. Catharines, Ontario, Canada, Canada View → NT Nathania Theoret Nathania Theoret Colleague at Md Financial Management | Gestion Financière Md Greater Ottawa Metropolitan Area, Canada View → DF Dylan Fabian Dylan Fabian Colleague at Md Financial Management | Gestion Financière Md Canada, Canada View → AB Adam Barrieau Adam Barrieau Colleague at Md Financial Management | Gestion Financière Md Ottawa, Ontario, Canada, Canada View → EA Elissa Atlin, Mba, Cfp Elissa Atlin, Mba, Cfp Colleague at Md Financial Management | Gestion Financière Md Toronto, Ontario, Canada, Canada View → HK Hayden King Hayden King Colleague at Md Financial Management | Gestion Financière Md Canada, Canada View →
1 education record

Melissa Allan, Cfp® education

FAQ

Frequently asked questions about Melissa Allan, Cfp®

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

What company does Melissa Allan, Cfp® work for?

Melissa Allan, Cfp® works for MD Financial Management | Gestion financière MD.

What is Melissa Allan, Cfp®'s role at MD Financial Management | Gestion financière MD?

Melissa Allan, Cfp® is listed as Senior Financial Consultant at MD Management Limited | Gestion financière MD at MD Financial Management | Gestion financière MD.

What is Melissa Allan, Cfp®'s email address?

AeroLeads has found 1 work email signal at @md.ca for Melissa Allan, Cfp® at MD Financial Management | Gestion financière MD.

What is Melissa Allan, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 877, 604 for Melissa Allan, Cfp® at MD Financial Management | Gestion financière MD.

Where is Melissa Allan, Cfp® based?

Melissa Allan, Cfp® is based in Kingston, Ontario, Canada while working with MD Financial Management | Gestion financière MD.

What companies has Melissa Allan, Cfp® worked for?

Melissa Allan, Cfp® has worked for Md Financial Management | Gestion Financière Md, Trinity Wealth Partners (Formally Caq Financial), Halpenny Insurance Benefit Partners Ltd., and Investors Group.

Who are Melissa Allan, Cfp®'s colleagues at MD Financial Management | Gestion financière MD?

Melissa Allan, Cfp®'s colleagues at MD Financial Management | Gestion financière MD include Katherine Salinas, Jacob Dobrowolski, Charles Mccarthy, Mba, Cim®, Cfp®, Fcsi®, Byron Lo, Cfa, and Alba Lucia L'Hoeste-Roldan.

How can I contact Melissa Allan, Cfp®?

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

What schools did Melissa Allan, Cfp® attend?

Melissa Allan, Cfp® studied at Saint Mary'S University.

What skills is Melissa Allan, Cfp® known for?

Melissa Allan, Cfp® is listed with skills including Disability Insurance, Critical Illness, Estate Planning, Mutual Funds, Segregated Funds, Financial Planners, Fixed Annuities, and Tfsa.

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