Lori Mc Neil
About Lori Mc Neil
Lori McNeil is a Physician Engagement Specialist at MD Management Limited, where she focuses on providing financial education to Canadian physicians. With a background in education and extensive experience in financial management, she organizes events and webinars to support the financial needs of physicians and their families.
Current Role at MD Financial Management
Lori Mc Neil serves as a Physician Engagement Specialist at MD Financial Management, a position she has held since 2020. In this role, she focuses on enhancing financial education and resources tailored for physicians and their families. Lori actively engages with the physician community in the Greater Toronto Area, promoting financial well-being through various initiatives.
Previous Experience at MD Financial Management
Before her current role, Lori worked at MD Financial Management in several capacities. She was an Advisory Team Coordinator from 2014 to 2020, where she contributed to the advisory services offered to clients. Prior to that, she served as a Client Assistant from 2012 to 2014, supporting the operational needs of the firm in Hamilton.
Education and Qualifications
Lori Mc Neil holds an Honours Bachelor of Applied Science from the University of Guelph, which she completed from 1986 to 1991. Additionally, she studied at The University of Western Ontario, where she achieved a Bachelor of Education (BEd) in Primary-Junior Education and Special Education for one year from 1992 to 1993.
Career Background at TD Bank Group
Lori Mc Neil worked at TD Bank Group for 20 years, from 1986 to 2006, as a Customer Service Officer in Burlington, Ontario. This experience provided her with a strong foundation in customer service and financial operations, which she later applied in her roles within the financial management sector.
Community Engagement and Educational Initiatives
In her current role, Lori organizes and hosts educational events and webinars that are specifically tailored to the financial needs of Canadian physicians. These initiatives aim to provide valuable financial education and resources that support physicians at every stage of their careers.