Clifford Lachmansingh
About Clifford Lachmansingh
Clifford Lachmansingh serves as the Practice Lead for Estate and Trust Services at MD Financial Management in Ottawa, Ontario. He has extensive experience in the field, having worked with the company since 2012 and supporting the onboarding of new advisors since 2016.
Work at MD Financial Management
Clifford Lachmansingh has been a key member of MD Financial Management | Gestion Financière Md since 2012. He currently serves as the Practice Lead for Estate and Trust Services, a role he has held since 2017. In this capacity, he oversees the Estate and Trust Advisors and facilitates their onboarding to MD Private Trust Company. His responsibilities include liaising with Regional Management and other partners to ensure effective communication and support within the team. He has also contributed to national initiatives, including the Strategic Plan and annual deliverables for MD Private Trust Company.
Education and Expertise
Clifford Lachmansingh earned a Bachelor of Business Administration from York University, where he studied Economics, Human Resources, Accounting, and Finance from 1988 to 1992. His educational background provides a strong foundation for his expertise in estate and trust services. This knowledge supports his role in advising clients and managing estate planning processes effectively.
Background
Clifford Lachmansingh has extensive experience in the financial services sector, particularly in estate and trust management. He worked as an Estate and Trust Advisor at MD Financial Management from 2012 to 2015 before advancing to his current leadership role. His career spans over a decade, focusing on providing comprehensive estate planning solutions and support to clients in Ottawa, Ontario, Canada.
Achievements
During his tenure at MD Financial Management, Clifford Lachmansingh has played a significant role in developing and implementing national initiatives for MD Private Trust Company. His involvement in the Strategic Plan and annual deliverables highlights his commitment to enhancing the services offered by the organization. Additionally, his support for new Estate and Trust Advisors demonstrates his dedication to fostering professional growth within the team.