Aaron Theilade, Cfp, Pfp, Epc, Clu
About Aaron Theilade, Cfp, Pfp, Epc, Clu
Aaron Theilade is a Senior Manager at MD Financial Management, specializing in financial planning for physicians and their families. He has nearly a decade of leadership experience in non-profits and has held various roles in financial planning across multiple organizations.
Current Role at MD Financial Management
Aaron Theilade serves as the Senior Manager of Signature Financial Planning at MD Financial Management, a position he has held since 2021. In this role, he collaborates with the Wealth Strategy Team to deliver innovative financial solutions tailored for physicians and their families. His responsibilities include overseeing financial planning initiatives and ensuring that clients receive comprehensive support in managing their wealth.
Previous Experience in Financial Services
Before his current position, Aaron Theilade accumulated extensive experience in the financial services sector. He worked as a Financial Planner at Coast Capital Savings from 2013 to 2019, focusing on client financial needs in Maple Ridge/Pitt Meadows and Port Coquitlam. He also held roles at Envision Financial, including Investment Specialist in Wealth Management from 2009 to 2012, and Personal Account Manager from 2012 to 2013. Additionally, he served as Team Lead for Signature Financial Planners at MD Management Limited from 2020 to 2021.
Education and Professional Designations
Aaron Theilade studied at the University of the Fraser Valley, where he focused on Economics and English from 2003 to 2005. He holds several professional designations, including Certified Financial Planner (CFP), Personal Financial Planner (PFP), Elder Planning Counselor (EPC), and Chartered Life Underwriter (CLU). These qualifications enhance his expertise in financial planning, particularly in addressing the needs of elderly clients.
Leadership in Non-Profit Organizations
Aaron Theilade has nearly a decade of leadership experience in local non-profits. He has held various positions, including Director, Treasurer, and President. His involvement in these organizations demonstrates his commitment to community service and leadership development, contributing to his overall professional profile.
Public Speaking and Communication Skills
Aaron Theilade possesses expertise in public speaking, which is an asset in his role as a financial planner. His ability to communicate effectively enhances his leadership capabilities and allows him to engage with clients and stakeholders proficiently. This skill is particularly valuable in delivering financial education and guidance.