Rebecca Duda Email & Phone Number
@scotiabank.com
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Who is Rebecca Duda? Overview
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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.
Email format at MD Financial Management | Gestion financière MD
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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.
Rebecca Duda's current company
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Rebecca Duda work experience
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Associate Financial Consultant
Wealth Management Associate
Joining MD Management as an Associate Financial Consultant after completion of the five month wealth management associate program.
Virtual Senior Financial Advisor
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.
Senior 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.
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.
Customer Service Representative
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.
Colleagues at MD Financial Management | Gestion financière MD
Other employees you can reach at cma.ca. View company contacts for 1163 employees →
Bobbie Chappell
Colleague at Md Financial Management | Gestion Financière Md
Hampton, Virginia, United States, United States
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Covert Sherry
Colleague at Md Financial Management | Gestion Financière Md
Mississauga, Ontario, Canada, Canada
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Lyn (Elle) Stewart
Colleague at Md Financial Management | Gestion Financière Md
Victoria, British Columbia, Canada, Canada
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Sana Ben Aoun
Colleague at Md Financial Management | Gestion Financière Md
Ottawa, Ontario, Canada, Canada
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Veronique Duval
Colleague at Md Financial Management | Gestion Financière Md
Canada, Canada
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Line Beaulieu
Colleague at Md Financial Management | Gestion Financière Md
Greater Montreal Metropolitan Area, Canada
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Emma Finch
Colleague at Md Financial Management | Gestion Financière Md
Toronto, Ontario, Canada, Canada
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Katherine Salinas
Colleague at Md Financial Management | Gestion Financière Md
Greater Ottawa Metropolitan Area, Canada
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Keith Adamson
Colleague at Md Financial Management | Gestion Financière Md
Greater Toronto Area, Canada, Canada
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Sandra Chabot-Reis
Colleague at Md Financial Management | Gestion Financière Md
Ottawa, Ontario, Canada, Canada
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Rebecca Duda education
Bachelor Of Business Administration - Bba, Finance Honours
International Business
Frequently asked questions about Rebecca Duda
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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