Ashly Chen
About Ashly Chen
Ashly Chen is an Associate at MD Financial Management in Toronto, Ontario, where she prepares files for Financial Consultants and Portfolio Managers. With a background in finance and experience in trade processing and compliance, she has worked in various roles in the financial sector since 2016.
Work at MD Financial Management
Ashly Chen has served as an Associate at MD Financial Management since 2018. In this role, she prepares files for Financial Consultants and Portfolio Managers in advance of client meetings. Her responsibilities include ensuring that all necessary documentation is organized and ready for discussions with clients, contributing to the overall efficiency of the financial advisory process.
Education and Expertise
Ashly Chen holds an Honours Bachelor of Commerce (B.Com.) degree in Finance from McMaster University, which she completed from 2013 to 2017. This educational background has equipped her with a solid foundation in financial principles and practices, enhancing her capabilities in her current role and previous positions.
Background
Before joining MD Financial Management, Ashly Chen worked at CACEIS as a Financial Accountant from 2016 to 2017. In this position, she gained experience in processing trade and documentation requests, ensuring compliance with regulatory requirements. Additionally, she briefly served as an Investment Specialist at BMO Financial Group in 2018, where she further developed her financial expertise.
Collaboration and Client Strategies
In her current role at MD Financial Management, Ashly Chen collaborates with various business lines to develop mutual client contact strategies. This collaboration is essential for fostering strong client relationships and ensuring that the financial needs of clients are effectively addressed across different services.