Ian A. Reay, Cfp, Cim, Tep, Clu, F CSI
About Ian A. Reay, Cfp, Cim, Tep, Clu, F CSI
Ian A. Reay is the Associate Vice President of Wealth Services at MD Management Limited, where he has worked since 2014. He has extensive experience in financial services, having held various leadership roles at TD Wealth, HSBC Private Bank, and RBC Global Private Banking.
Current Role at MD Financial Management
Ian A. Reay serves as the Associate Vice President of Wealth Services at MD Management Limited. He has held this position since 2014, contributing to the company's operations in the Greater Toronto Area (GTA). His role involves overseeing wealth management services, ensuring that clients receive tailored financial solutions that meet their needs.
Previous Experience in Wealth Management
Prior to his current role, Ian A. Reay worked at TD Wealth as Senior Manager of Business Strategy within the Private Client Group from 2011 to 2014. He also held the position of AVP & National Director of Business Development at HSBC Private Bank from 2007 to 2011. His experience includes a tenure as Senior Manager of Global Solutions at RBC Global Private Banking in 2003-2004 and as Investment Counselor & Senior Manager Trust at HSBC Private Bank from 2005 to 2007.
Educational Background
Ian A. Reay completed his Bachelor of Arts with Honors at Carleton University from 1991 to 1995. This educational foundation has supported his extensive career in financial services and wealth management.
Professional Designations and Skills
Ian A. Reay holds multiple professional designations, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Chartered Life Underwriter (CLU), and Trust and Estate Practitioner (TEP). His qualifications reflect a broad base of experience in both domestic and international financial services, encompassing personal and commercial banking, investment management, and estate planning.
Leadership and Client Relationship Management
Ian A. Reay has demonstrated proven leadership skills throughout his career. He possesses the ability to build consensus and communicate effectively among diverse interests. His focus on maintaining high levels of service and client satisfaction has contributed to his success in exceeding sales objectives and fostering positive relationships within the industry.