Marc Lepage
About Marc Lepage
Marc Lepage serves as the Regional Vice President for the Ontario Region at MD Financial Management, where he has worked for over two decades in various roles. He specializes in complex financial cases and has received multiple awards for his commitment to client service.
Current Role at MD Financial Management
Marc Lepage serves as the Regional Vice President for the Ontario Region at MD Financial Management. He has held this position since 2015, contributing to the organization for over nine years in the London, Canada Area. In his role, he leads a cross-functional team focused on delivering streamlined and easy-to-understand client service.
Previous Positions at MD Financial Management
Marc Lepage has held multiple positions at MD Financial Management throughout his career. He worked as a Senior Financial Consultant from 2001 to 2006 in the Ottawa, Canada Area. He then served as the Regional Vice President for Southern Ontario from 2013 to 2015 in London, Ontario, and as the Regional Vice President for Toronto West from 2010 to 2013 in Mississauga, Hamilton, and St. Catharines. Additionally, he was an Assistant Regional Manager from 2007 to 2010 in Eastern and Northern Ontario, and a Field Management Assistant from 2006 to 2007.
Education and Professional Qualifications
Marc Lepage has a strong educational background in finance. He studied Commerce with Honours in Finance and International Business Management at the University of Ottawa, earning his Baccalaureate from 1995 to 1999. He has also achieved several professional designations, including Fellow of the Canadian Securities Institute (FCSI), Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Financial Management Advisor (FMA).
Recognition and Awards
Marc Lepage has received multiple MD awards of excellence for his dedication to client service. His commitment to enhancing client experience is further demonstrated through his past role as a member of MD’s President Advisory Council, where he collaborated with the executive leadership team.
Specialization in Financial Services
Marc Lepage specializes in handling complex financial cases, including incorporation, tax planning, and intergenerational wealth transfer. His expertise in these areas supports his ability to provide comprehensive financial solutions to clients.