Mark Ross, Cim®, Cfp®, B.Comm
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Mark Ross, Cim®, Cfp®, B.Comm Email & Phone Number

Portfolio Manager at MD Private Investment Counsel at MD Financial Management | Gestion financière MD
Location: Halifax, Nova Scotia, Canada 7 work roles 1 school
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Current company
MD Financial Management | Gestion financière MD
Role
Portfolio Manager at MD Private Investment Counsel
Location
Halifax, Nova Scotia, Canada
Company size
1163 employees

Who is Mark Ross, Cim®, Cfp®, B.Comm? Overview

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Mark Ross, Cim®, Cfp®, B.Comm is listed as Portfolio Manager at MD Private Investment Counsel at MD Financial Management | Gestion financière MD, a company with 1163 employees, based in Halifax, Nova Scotia, Canada. AeroLeads shows a matched LinkedIn profile for Mark Ross, Cim®, Cfp®, B.Comm.

Mark Ross, Cim®, Cfp®, B.Comm previously worked as Portfolio Manager at Md Financial Management | Gestion Financière Md and Associate Portfolio Manager at Md Financial Management | Gestion Financière Md. Mark Ross, Cim®, Cfp®, B.Comm holds Bachelor Of Commerce, Marketing from Saint Mary'S University.

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MD Financial Management | Gestion financière MD

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About Mark Ross, Cim®, Cfp®, B.Comm

MD Financial is the wealth management company most trusted by Canadian physicians, because we are the only firm exclusively dedicated to the financial well-being of Canada’s physicians and their families. MD has the single mandate of advising physicians in order to achieve financial well-being.Supported by over 50 years of physician-focused experience, MD’s Advisors and teams of specialists provide a comprehensive financial plan, advice and solutions specific to physicians’ needs at every stage of their career, from medical school to practice and through retirement.MD delivers industry-leading value by providing physician-focused advice and asset managers from among the world’s best, at some of the lowest fees in Canada. With more than $55 billion in assets under administration, MD has been recognized by several industry third parties for client satisfaction and growth.MD Private Investment Counsel (MDPIC) provides discretionary investment management and personalized expertise through a dedicated MDPIC Portfolio Manager and MD Advisor. *At MDPIC, we also want to provide flexibility and convenience, while allowing you to take advantage of compelling market opportunities. This includes access to alternative asset classes, segregated investment portfolios and U.S. dollar accounts to help you manage both your U.S. and Canadian financial assets.

Listed skills include Financial Advisory, Customer Relations, Contract Management, Construction Management, and 20 others.

Current workplace

Mark Ross, Cim®, Cfp®, B.Comm's current company

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MD Financial Management | Gestion financière MD
Md Financial Management | Gestion Financière Md
Portfolio Manager at MD Private Investment Counsel
ottawa, ontario, canada
Website
cma.ca
Employees
1163
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7 roles · 21 years

Mark Ross, Cim®, Cfp®, B.Comm work experience

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

Associate Portfolio Manager

Md Financial Management | Gestion Financière Md

Halifax, Nova Scotia, Canada

With close to 50 years of physician-focused experience, MD has one main goal: to help Canada physicians and their families achieve financial well-being. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.As an Associate Portfolio Manager with MD Private Investment.

Jul 2021 - Jul 2023

Manager

Desjardins Financial Security Independent Network

Halifax, Nova Scotia

  • www.dfsinnovascotia.caGrowing the Desjardins brand and market share locally, Recruiting, training, developing new and experienced financial advisors,
  • Lead in the development and implementation of annual business plan for the Financial Centre
  • Administer, track and monitor production ensuring achievement of annual goals and objectives
  • Promote, Market and seek new opportunities for the Nova Scotia Financial Centre
  • Head of sponsorship and local outreach opportunities for DFSIN branch through community
  • Create, grow and maintain long lasting relationships between the Nova Scotia Financial Centre and influential networks locally
Nov 2013 - Dec 2016

Financial Services Advisor

Desjardins Financial Security Independent Network

Halifax, Canada Area

  • Helping clients make smart, well informed decisions about their money. Informing them how to best use the various products in the wealth management industry to achieve their living and philanthropic goals. Licensed &.
  • Understanding their existing financial situation and their financial goals and dreams
  • Creating a customized financial plan that meets their needs and fits their lifestyle and budget
  • Creating the ultimate customer service experience to develop, grow and maintain relationships
  • Making education a top priority, ensuring my knowledge is up to date with industry trends, products, and opportunities
Nov 2013 - Dec 2016

Manager + Coordinator Of Basketball Camps And Spring Leagues

Saint Mary'S University

Halifax, Canada Area

  • Manage, coordinate, develop and lead staff of 10 or more
  • Ensure program standards are met effectively and efficiently
  • Develop and implement daily programs, activities and schedules
  • Administration of overall program; registrations, staffing, scheduling, etc.
  • Be point-of-contact for parents and athletes, provide customer service
2005 - 2013 ~8 yrs

Financial Advisor

London Life

Halifax, Canada Area

  • Licensed & Certified in Life Insurance and Mutual Funds. Achieved all required quotas/targets Responsibilities include;
  • Identify clients financial goals and objectives, analyze, create personalized budgets
  • Develop financial plans for clients
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
  • Prospecting clients, market financial services, business development
2008 - 2010 ~2 yrs
Team & coworkers

Colleagues at MD Financial Management | Gestion financière MD

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

MS Muhammad Siddiqui Muhammad Siddiqui Colleague at Md Financial Management | Gestion Financière Md Halifax, Nova Scotia, Canada, Canada View → JP Jarvis Patton Jarvis Patton Colleague at Md Financial Management | Gestion Financière Md Birmingham, Alabama, United States, United States View → LY Lisa Yazji, Cfp® Lisa Yazji, Cfp® Colleague at Md Financial Management | Gestion Financière Md Ottawa, Ontario, Canada, Canada View → MD Marianne Doyle Marianne Doyle Colleague at Md Financial Management | Gestion Financière Md Greater Windsor Metropolitan Area, Canada View → LC Lyne Caron Lyne Caron Colleague at Md Financial Management | Gestion Financière Md Capitale-Nationale, Quebec, Canada, Canada View → JK Jeremy Kini Jeremy Kini Colleague at Md Financial Management | Gestion Financière Md Canada, Canada View → DP Dawn Passmore Dawn Passmore Colleague at Md Financial Management | Gestion Financière Md Jonesboro, Arkansas, United States, United States View → AF Alexandra Firsov, Cfp®, Tep Alexandra Firsov, Cfp®, Tep Colleague at Md Financial Management | Gestion Financière Md Oakville, Ontario, Canada, Canada View → JS Jonathan Sorenson, Cfa, Fma Jonathan Sorenson, Cfa, Fma Colleague at Md Financial Management | Gestion Financière Md Canada, Canada View → MD Mathias Deuel, Cfp® Mathias Deuel, Cfp® Colleague at Md Financial Management | Gestion Financière Md Montreal, Quebec, Canada, Canada View →
1 education record

Mark Ross, Cim®, Cfp®, B.Comm education

FAQ

Frequently asked questions about Mark Ross, Cim®, Cfp®, B.Comm

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

What company does Mark Ross, Cim®, Cfp®, B.Comm work for?

Mark Ross, Cim®, Cfp®, B.Comm works for MD Financial Management | Gestion financière MD.

What is Mark Ross, Cim®, Cfp®, B.Comm's role at MD Financial Management | Gestion financière MD?

Mark Ross, Cim®, Cfp®, B.Comm is listed as Portfolio Manager at MD Private Investment Counsel at MD Financial Management | Gestion financière MD.

Where is Mark Ross, Cim®, Cfp®, B.Comm based?

Mark Ross, Cim®, Cfp®, B.Comm is based in Halifax, Nova Scotia, Canada while working with MD Financial Management | Gestion financière MD.

What companies has Mark Ross, Cim®, Cfp®, B.Comm worked for?

Mark Ross, Cim®, Cfp®, B.Comm has worked for Md Financial Management | Gestion Financière Md, Desjardins Financial Security Independent Network, Saint Mary'S University, and London Life.

Who are Mark Ross, Cim®, Cfp®, B.Comm's colleagues at MD Financial Management | Gestion financière MD?

Mark Ross, Cim®, Cfp®, B.Comm's colleagues at MD Financial Management | Gestion financière MD include Muhammad Siddiqui, Jarvis Patton, Lisa Yazji, Cfp®, Marianne Doyle, and Lyne Caron.

How can I contact Mark Ross, Cim®, Cfp®, B.Comm?

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

What schools did Mark Ross, Cim®, Cfp®, B.Comm attend?

Mark Ross, Cim®, Cfp®, B.Comm holds Bachelor Of Commerce, Marketing from Saint Mary'S University.

What skills is Mark Ross, Cim®, Cfp®, B.Comm known for?

Mark Ross, Cim®, Cfp®, B.Comm is listed with skills including Financial Advisory, Customer Relations, Contract Management, Construction Management, Sales, Investments, Business Development, and Negotiation.

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