Rebecca Duda
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Rebecca Duda Email & Phone Number

CFP® Professional | MD Management Limited at MD Financial Management | Gestion financière MD
Location: Halifax, Nova Scotia, Canada 7 work roles 2 schools
1 work email found @scotiabank.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@scotiabank.com
LinkedIn Profile matched
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Role
CFP® Professional | MD Management Limited
Location
Halifax, Nova Scotia, Canada
Company size

Who is Rebecca Duda? Overview

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Quick answer

Rebecca Duda is listed as CFP® Professional | MD Management Limited at MD Financial Management | Gestion financière MD, a company with 1163 employees, based in Halifax, Nova Scotia, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Rebecca Duda.

Rebecca Duda previously worked as Senior Financial Consultant at Md Financial Management | Gestion Financière Md and Associate Financial Consultant at Md Financial Management | Gestion Financière Md. Rebecca Duda holds Bachelor Of Business Administration - Bba, Finance Honours from University Of New Brunswick.

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{first}.{last}@scotiabank.com
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AeroLeads found 1 current-domain work email signal for Rebecca Duda. Compare company email patterns before reaching out.

Profile bio

About Rebecca Duda

I am a Certified Financial Planner Professional working exclusively with physicians and their families at MD Management Limited. With over six years of industry experience, I have found that the most effective way to help my clients achieve their financial goals is through continuous financial education, simplifying their finances, and regular check-ins. I take a comprehensive approach to understanding my clients to ensure no stone is left unturned through the financial planning process. I offer investment management, insurance, tax, retirement and estate planning, as well as incorporation advice. After a lovely seven years living in Fredericton to attend the University of New Brunswick, play on the Varsity Women’s Soccer Team, and start my career at Scotiabank, I am thrilled to be back in my hometown of Halifax. Outside of the office I enjoy hiking, running, and travelling.Send me a message if you want to simplify your finances & work with me to create an effective financial plan.

Current workplace

Rebecca Duda's current company

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MD Financial Management | Gestion financière MD
Md Financial Management | Gestion Financière Md
CFP® Professional | MD Management Limited
ottawa, ontario, canada
Website
Employees
1163
AeroLeads page
7 roles

Rebecca Duda work experience

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

Wealth Management Associate

Joining MD Management as an Associate Financial Consultant after completion of the five month wealth management associate program.

Jun 2023 - Nov 2023

Virtual Senior Financial Advisor

Halifax, Nova Scotia, Canada

Selected as one of ten top performing Senior Financial Advisors to participate in national pilot to test virtual advice among various client segments across Canada. Proactively contacted assigned clients to initiate financial planning meetings through MS Teams or over the phone. Regularly met with partner branches to inform of pilot and partnership.

Jun 2021 - Jun 2023

Senior Financial Advisor

New Brunswick, Canada

Proactively manage book of over 500 assigned clients. Strategically uncover client's financial goals and needs through financial planning. Educate clients on appropriate solutions & work together to implement. Personalized financial strategies implemented included day-to-day banking, investment and borrowing solutions. Stay current with regulatory changes.

Nov 2020 - Jun 2021

Financial Advisor

Proactively manage book of over 500 assigned clients. Strategically uncover client's financial goals and needs through financial planning. Educate clients on appropriate solutions & work together to implement. Personalized financial strategies implemented included day-to-day banking, investment and borrowing solutions. Stay current with regulatory changes.

Feb 2019 - Nov 2020

Customer Service Representative

Fredericton, New Brunswick, Canada

Provide exceptional service to walk-in customers with day-to-day transactions. Uncover additional needs through discovery questions and make referrals to branch advisors as necessary.

Sep 2018 - Feb 2019
Team & coworkers

Colleagues at MD Financial Management | Gestion financière MD

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2 education records

Rebecca Duda education

Bachelor Of Business Administration - Bba, Finance Honours

Activities and Societies: UNB Varsity Reds Women's Soccer Team

International Business

Participated in exchange program through UNB to take French Language, Cultural, and International Business courses.

FAQ

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

What company does Rebecca Duda work for?

Rebecca Duda works for MD Financial Management | Gestion financière MD.

What is Rebecca Duda's role at MD Financial Management | Gestion financière MD?

Rebecca Duda is listed as CFP® Professional | MD Management Limited at MD Financial Management | Gestion financière MD.

What is Rebecca Duda's email address?

AeroLeads has found 1 work email signal at @scotiabank.com for Rebecca Duda at MD Financial Management | Gestion financière MD.

Where is Rebecca Duda based?

Rebecca Duda is based in Halifax, Nova Scotia, Canada while working with MD Financial Management | Gestion financière MD.

What companies has Rebecca Duda worked for?

Rebecca Duda has worked for Md Financial Management | Gestion Financière Md, Scotia Wealth Management, and Scotiabank.

Who are Rebecca Duda's colleagues at MD Financial Management | Gestion financière MD?

Rebecca Duda's colleagues at MD Financial Management | Gestion financière MD include Bobbie Chappell, Covert Sherry, Lyn (Elle) Stewart, Sana Ben Aoun, and Veronique Duval.

How can I contact Rebecca Duda?

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

What schools did Rebecca Duda attend?

Rebecca Duda holds Bachelor Of Business Administration - Bba, Finance Honours from University Of New Brunswick.

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