Mary Ruddock Cfp, Fma
About Mary Ruddock Cfp, Fma
Mary Ruddock serves as the Wealth Planning & Strategy Lead at MD Financial Management, where she has worked since 2019. She holds a Life and Accident & Sickness License and has completed the Canadian Securities Course and the Branch Managers Course.
Work at MD Financial Management
Mary Ruddock serves as the Wealth Planning & Strategy Lead at MD Financial Management. She has held this position since 2019, contributing to the company's focus on providing tailored financial solutions. In her role, she is responsible for developing and implementing wealth planning strategies that align with client needs. Her expertise in financial planning supports MD Financial Management's mission to enhance the financial well-being of its clients.
Education and Expertise
Mary Ruddock studied at Fanshawe College from 1988 to 1991. She has completed the Canadian Securities Course, which is essential for financial professionals in Canada. Additionally, she has completed the Branch Managers Course, equipping her with the skills necessary for overseeing branch operations and ensuring compliance. She holds a Life and Accident & Sickness (A&S) License, allowing her to provide insurance advice and solutions.
Background
Mary Ruddock has a background in financial services, with a focus on wealth planning and strategy. Her educational qualifications and professional certifications support her role in providing comprehensive financial advice. With over five years of experience at MD Financial Management, she has developed a strong understanding of client needs and the financial landscape.
Professional Certifications
Mary Ruddock holds several professional certifications that enhance her qualifications in the financial sector. She has completed the Canadian Securities Course, which is a foundational requirement for financial professionals in Canada. Additionally, she possesses a Life and Accident & Sickness (A&S) License, which enables her to offer insurance advice and solutions to clients.