Jeremy Kini
About Jeremy Kini
Jeremy Kini is a Senior Financial Planner with extensive experience in financial consulting, particularly for medical professionals. He has worked at MD Financial Management since 2020 and previously held positions at Raymond James and MD Financial Management.
Work at MD Financial Management
Jeremy Kini currently serves as a Senior Financial Planner at MD Financial Management, a position he has held since 2020. In this role, he focuses on providing comprehensive financial planning services tailored to the unique needs of physicians and their families. Previously, he worked as a Senior Financial Consultant at the same organization from 2016 to 2020, contributing to the financial well-being of clients in Bridgewater, Nova Scotia.
Current Role as Regional Insurance Advisor
In addition to his role at MD Financial Management, Jeremy Kini has been working as a Regional Insurance Advisor at OMA since 2021. This position allows him to leverage his expertise in financial planning to assist clients with insurance solutions that align with their financial goals, particularly within the medical profession.
Experience in Financial Planning for Physicians
Jeremy Kini specializes in financial planning specifically for physicians and their families. His approach emphasizes enhancing career priorities and goals, ensuring that clients can make the most of their resources. His experience in this niche area allows him to address the unique financial challenges faced by medical professionals.
Previous Experience at Raymond James
Before his tenure at MD Financial Management, Jeremy Kini worked as a Financial Planner at Raymond James from 2006 to 2013. During this seven-year period in Yarmouth, Nova Scotia, he developed foundational skills in financial planning and client management, which have contributed to his current expertise.