Holly Allardyce
About Holly Allardyce
Holly Allardyce serves as Senior Legal Counsel for Private Trust at MD Financial Management, bringing extensive experience in estate planning and compliance from her previous roles at Scotiatrust and TD. She holds multiple professional designations and has a strong educational background in law and finance.
Current Role at MD Financial Management
Holly Allardyce serves as Senior Legal Counsel in the Private Trust division at MD Financial Management. She has held this position since 2017, contributing her extensive knowledge in estates and trusts to support the MDFM enterprise. Her role involves providing legal guidance and ensuring compliance within the private trust sector.
Previous Experience at Scotiatrust
Prior to her current position, Holly Allardyce worked at Scotiatrust for seven years, from 2010 to 2017. She held the role of Senior Manager, Oversight, focusing on Policy and Fiduciary Compliance. Additionally, she served as a Senior Will & Estate Planner at Scotiatrust from 2002 to 2010, where she developed her expertise in estate planning.
Background in Trust and Compliance
Holly Allardyce has a solid background in litigation, which she applies to her current role at MD Private Trust Company. Her experience includes working as a Trust Officer at TD from 1999 to 2002. This diverse background has equipped her with a comprehensive understanding of legal frameworks related to trusts and estates.
Education and Professional Designations
Holly Allardyce has pursued extensive education in law and finance. She earned her Bachelor of Laws (LL.B.) from the University of Toronto from 1987 to 1990. Additionally, she studied at Queen's University and the Institute of Canadian Bankers. She holds several professional designations, including CAMS from the Association of Certified Anti-Money Laundering Specialists, TEP from the Society of Estate & Trust Practitioners, and completed the Canadian Securities Course from the Canadian Securities Institute.