Doug Lefurgey

National Lead Business & Sales Transformation @ MD Financial Management

About Doug Lefurgey

Doug Lefurgey serves as the National Lead for Business & Sales Transformation at MD Financial Management, where he has worked since 2020. He has held various roles within the company and has extensive experience in financial advisory and management.

Current Role at MD Financial Management

Doug Lefurgey serves as the National Lead for Business & Sales Transformation at MD Financial Management. He has held this position since 2020, contributing to the strategic direction and operational efficiency of the organization. His role focuses on enhancing business processes and sales strategies to improve overall performance.

Previous Positions at MD Financial Management

Doug Lefurgey has held multiple roles at MD Financial Management. He was the Assistant Regional Manager for Alberta for 9 months in 2015, followed by a position as Senior Financial Consultant from 2006 to 2015. He also served as AVP, National Regulatory and Practice Standards from 2019 to 2020, and as Associate Vice President, Member Experience Optimization from 2018 to 2019. Additionally, he worked as Regional Manager for Alberta from 2016 to 2018.

Experience at CIBC and Edward Jones

Before joining MD Financial Management, Doug Lefurgey worked as a Financial Advisor at CIBC from 2003 to 2006, where he provided financial services to clients. He also gained experience as a Financial Advisor at Edward Jones from 2001 to 2003. These roles contributed to his expertise in financial advising and client relationship management.

Educational Background

Doug Lefurgey studied at Herzing Institute, where he pursued a degree in Computer Software Engineering from 1985 to 1987. This educational background provided him with foundational skills in technology and software, which may complement his work in financial management.

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