Lynn Laidlaw
About Lynn Laidlaw
Lynn Laidlaw serves as the National Lead for Sales Operations and Strategy Execution at MD Financial Management, where she has contributed to enhancing client experiences since 2020. With extensive experience at CIBC in various managerial and advisory roles, she has a strong background in financial services and strategy development.
Current Role at MD Financial Management
Lynn Laidlaw serves as the National Lead for Sales Operations and Strategy Execution at MD Financial Management. In this role, which she has held since 2020, she focuses on innovating and enhancing client and advisor experiences. This position emerged from a year-long collaborative effort aimed at improving operational strategies within the organization. Lynn emphasizes the importance of individual contributions in shaping the company's strategic direction.
Previous Experience at CIBC
Lynn Laidlaw has extensive experience with CIBC, where she worked for a total of eight years from 1994 to 2002 and later from 2007 to 2012. Her roles included Branch Manager, Client Service Manager for High Value clients, Account Manager for Personal Banking, and Wealth Protection Coach. This diverse experience provided her with a strong foundation in client management and operational leadership.
Experience at MD Financial Management
Prior to her current role, Lynn held several positions at MD Financial Management. She was the Regional Manager for MD Management Limited from 2016 to 2019 and served as Squad Lead for Client Value Delivery from 2019 to 2020. In these roles, she contributed to strategic growth initiatives and played a key role in enhancing client experiences through innovative thinking.
Education and Academic Background
Lynn Laidlaw earned her Bachelor of Arts (BA) degree from Queen's University, where she studied from 1988 to 1991. This educational background has supported her career in finance and client management, equipping her with critical thinking and analytical skills.