Huguette Trottier Cfp,Cim,F CSI,Rrc,Ciwm,Cfds
About Huguette Trottier Cfp,Cim,F CSI,Rrc,Ciwm,Cfds
Huguette Trottier is a Regional Manager at MD Financial Management, with extensive experience in the financial sector, including previous roles at Scotia Wealth Management and CIBC.
Current Role at MD Financial Management
Huguette Trottier serves as the Regional Manager at MD Financial Management | Gestion financière MD. She has held this position since 2020, overseeing operations in Ontario, Canada. In this role, she is responsible for managing client relationships and ensuring financial services align with client needs.
Previous Experience at Scotia Wealth Management
Prior to her current position, Huguette Trottier worked at Scotia Wealth Management as an Investment Relationship Manager from 2014 to 2016. During her two years in this role, she focused on developing investment strategies and managing client portfolios.
Tenure at MD Financial Management
Huguette Trottier previously worked at MD Financial Management | Gestion financière MD as a Senior Financial Consultant from 2016 to 2020. Over her four-year tenure in Sudbury, she provided financial advice and developed tailored financial plans for clients.
Career Background at CIBC
Huguette Trottier began her career as a Financial Advisor at CIBC, where she worked for 14 years from 2000 to 2014. In this position, she gained extensive experience in financial planning and client management.
Professional Certifications
Huguette Trottier holds multiple professional designations, including CFP (Certified Financial Planner), CIM (Chartered Investment Manager), FCSI (Fellow of the Canadian Securities Institute), RRC (Registered Retirement Consultant), CIWM (Certified International Wealth Manager), and CFDS (Certified Financial Divorce Specialist). These certifications reflect her expertise in various areas of financial management.