Mark Ross, Cim®, Cfp®, B.Comm
About Mark Ross, Cim®, Cfp®, B.Comm
Mark Ross is an Associate Portfolio Manager at MD Financial Management in Halifax, Nova Scotia, with over a decade of experience in financial services. He specializes in creating customized investment strategies for physicians, integrating portfolio management with overall financial planning.
Work at MD Financial Management
Mark Ross serves as an Associate Portfolio Manager at MD Financial Management | Gestion financière MD, a position he has held since 2021. Based in Halifax, Nova Scotia, he collaborates with MD Advisors to integrate individual portfolio strategies into clients' overall financial plans. His role involves creating customized investment strategies that focus on long-term returns while maintaining prudent risk levels. Mark provides exclusive support to physicians with significant assets, managing their portfolios to enable them to concentrate on other priorities. He has access to the expertise and insights of leading asset managers globally as part of the MDPIC team.
Education and Expertise
Mark Ross obtained his Bachelor of Commerce degree with a focus on Marketing from Saint Mary's University, where he studied from 2003 to 2008. His educational background provides a solid foundation for his work in financial management and investment strategies. Mark holds the designations of CIM® (Canadian Investment Manager) and CFP® (Certified Financial Planner), which further enhance his expertise in portfolio management and financial planning.
Background
Prior to his current role, Mark Ross accumulated extensive experience in the financial services sector. He worked at MD Financial Management as a Senior Financial Consultant from 2017 to 2021. Before that, he was a Financial Services Advisor and Manager at Desjardins Financial Security Independent Network from 2013 to 2016. His career began at London Life, where he served as a Financial Advisor from 2008 to 2010. Additionally, he spent eight years at Saint Mary's University as the Manager and Coordinator of Basketball Camps and Spring Leagues from 2005 to 2013.
Achievements
Mark Ross has developed a strong professional background in financial services, contributing to his effectiveness as an Associate Portfolio Manager. His experience includes managing diverse portfolios and collaborating with clients to tailor investment strategies. He has worked closely with various financial institutions, gaining insights that enhance his ability to serve clients effectively. His commitment to supporting physicians with significant assets reflects his dedication to understanding and addressing the unique financial needs of this demographic.