Matthew Le Baron
About Matthew Le Baron
Matthew Le Baron serves as the Lead of IFA Operations at MD Financial Management, where he has worked since 2019. He holds a Bachelor of Commerce from Concordia University and has extensive experience in financial management and oversight.
Current Role at MD Financial Management
Matthew Le Baron serves as the Lead of IFA Operations at MD Financial Management since 2019. In this role, he oversees the operations related to Independent Financial Advisors (IFAs), ensuring that processes and standards are maintained effectively. His experience in the financial sector contributes to the operational efficiency of the organization.
Previous Experience at MD Financial Management
Matthew Le Baron has held multiple positions at MD Financial Management prior to his current role. He worked as a Senior IFA Oversight Accountant from 2016 to 2018 and as an IFA Oversight Accountant from 2015 to 2016. Additionally, he served as a Quality Management Representative from 2014 to 2015. These roles involved oversight and quality management within financial operations.
Education and Qualifications
Matthew Le Baron studied at Concordia University, where he earned a Bachelor of Commerce (BCom) degree in Finance from 2004 to 2008. He also completed his studies at CEGEP - John Abbott College, achieving a diploma in Commerce from 2001 to 2003. He has passed the CFA Level I exam and completed the Canadian Securities Course, enhancing his expertise in investment management and financial analysis.
Early Career Experience
Before his tenure in financial management, Matthew Le Baron worked as a Research Assistant at the Institut universitaire en santé mentale Douglas from 2009 to 2011. He also gained customer service experience as a Coffee Agent at Second Cup from 2001 to 2006 in Pointe Claire, Quebec. These early roles contributed to his professional development.
Security Clearance and Professional Credentials
Matthew Le Baron holds Enhanced Reliability Security Clearance, a designation that indicates a high level of trustworthiness in Canada. This clearance is essential for roles that require access to sensitive information. His completion of the Canadian Securities Course further establishes his credentials in the financial services industry.