Senior Financial Planner
Current
Sep 2022 - Present
AeroLeads people directory · profile
Steven Parker Email & Phone Number
MD Financial, MBA
at
MD Financial Management | Gestion financière MD
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
MD Financial, MBA
Location
Canada
Company size
Who is Steven Parker? Overview
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Quick answer
Steven Parker is listed as MD Financial, MBA at MD Financial Management | Gestion financière MD, a with 1163 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Steven Parker.
Steven Parker previously worked as Senior Financial Planner at Md Financial Management | Gestion Financière Md and Manager of Economic Development at Xatśūll First Nation. Steven Parker holds Master Of Business Administration - Mba from Australian Institute Of Business.
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MD Financial Management | Gestion financière MD
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Profile bio
About Steven Parker
An experienced professional with a holistic background in the financial sector. Core strengths include financial planning and asset management, commercial lending, training and development, investor and stakeholder relations, and external outreach.
Current workplace
Steven Parker's current company
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Md Financial Management | Gestion Financière Md
6 roles
Steven Parker work experience
A career timeline built from the work history available for this profile.
Manager Of Economic Development
Create and implement a customized economic model for the Nation of Xatsull, with the objective to increase economic standing of its government and community.
Apr 2021 - Sep 2022
Community Economic Development Coordinator
Jan 2021 - Apr 2021
Senior Finance Officer
Jan 2020 - Jan 2021
Financial Planner Relationship Manager
As a member of the RBC Financial Planning team, I worked with over 100 mass affluent families to build and protect their wealth. To do this I worked with my clients to construct a road map of their financial lives to get them from where they are to where they wish to be, the most efficient way possible. The key areas of focus that I help my clients with are:• Investment Planning• Optimizing net worth and cash flow• Tax Planning• Retirement Planning • Transitioning Into Retirement • Risk Management • Estate Planning• Borrowing and Debt Management• Education Planning
Oct 2017 - Jan 2020
Financial Advisor & Customer Service Rep
Advisor:Provided retail lending, investing, and basic financial planning services to our clients. CRR:Performed teller transactions, customer relations, general customer service practices.
Jun 2013 - Oct 2017
Team & coworkers
Colleagues at MD Financial Management | Gestion financière MD
Other employees you can reach at cma.ca. View company contacts for 1163 employees →
PS
Prabin Sapkota, Cfp Cim Tep Mba
Colleague at Md Financial Management | Gestion Financière MdMississauga, Ontario, Canada
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JV
Joseph Viviani
Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada
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MH
Marie-Hélène Héroux, Cptm
Colleague at Md Financial Management | Gestion Financière MdSmiths Falls, Ontario, Canada
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JG
Jacques Ghazalian
Colleague at Md Financial Management | Gestion Financière MdL’Île-Perrot, Quebec, Canada
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BB
Brock Beer
Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada
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CT
Carol Tan
Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada
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RL
Robyne Leslie
Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada
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MM
Moi Moimoi
Colleague at Md Financial Management | Gestion Financière MdWindlesham, England, United Kingdom
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ET
Evan Truong, Cfp
Colleague at Md Financial Management | Gestion Financière MdEdmonton, Alberta, Canada
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L(
Lyn (Elle) Stewart
Colleague at Md Financial Management | Gestion Financière MdVictoria, British Columbia, Canada
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Prabin Sapkota, Cfp Cim Tep Mba
Colleague at Md Financial Management | Gestion Financière MdMississauga, Ontario, Canada
View →
JV
Joseph Viviani
Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada
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MH
Marie-Hélène Héroux, Cptm
Colleague at Md Financial Management | Gestion Financière MdSmiths Falls, Ontario, Canada
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JG
Jacques Ghazalian
Colleague at Md Financial Management | Gestion Financière MdL’Île-Perrot, Quebec, Canada
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BB
Brock Beer
Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada
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CT
Carol Tan
Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada
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RL
Robyne Leslie
Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada
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MM
Moi Moimoi
Colleague at Md Financial Management | Gestion Financière MdWindlesham, England, United Kingdom
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ET
Evan Truong, Cfp
Colleague at Md Financial Management | Gestion Financière MdEdmonton, Alberta, Canada
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L(
Lyn (Elle) Stewart
Colleague at Md Financial Management | Gestion Financière MdVictoria, British Columbia, Canada
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4 education records
Steven Parker education
Master Of Business Administration - Mba
Australian Institute Of Business
Qafp, Financial Planning And Services
Financial Planning Standards Council Of Canada
Certification, Financial Planning
Fp Canada
Fnancial Planning-Pfp
Canadian Securities Institute
FAQ
Frequently asked questions about Steven Parker
Quick answers generated from the profile data available on this page.
What company does Steven Parker work for?
Steven Parker works for MD Financial Management | Gestion financière MD.
What is Steven Parker's role at MD Financial Management | Gestion financière MD?
Steven Parker is listed as MD Financial, MBA at MD Financial Management | Gestion financière MD.
Where is Steven Parker based?
Steven Parker is based in Canada while working with MD Financial Management | Gestion financière MD.
What companies has Steven Parker worked for?
Steven Parker has worked for Md Financial Management | Gestion Financière Md, Xatśūll First Nation, Scotiabank, and Rbc.
Who are Steven Parker's colleagues at MD Financial Management | Gestion financière MD?
Steven Parker's colleagues at MD Financial Management | Gestion financière MD include Prabin Sapkota, Cfp Cim Tep Mba, Joseph Viviani, Marie-Hélène Héroux, Cptm, Jacques Ghazalian, and Brock Beer.
How can I contact Steven Parker?
You can use AeroLeads to view verified contact signals for Steven Parker at MD Financial Management | Gestion financière MD, including work email, phone, and LinkedIn data when available.
What schools did Steven Parker attend?
Steven Parker holds Master Of Business Administration - Mba from Australian Institute Of Business.
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