Michael Lawrence, Cfp®, Cim®
About Michael Lawrence, Cfp®, Cim®
Michael Lawrence is a Portfolio Relationship Manager at MD Financial Management, specializing in financial planning and portfolio management. He holds a Bachelor’s degree in Business Administration from Laurentian University and has over a decade of experience in the financial services industry.
Work at MD Financial Management
Michael Lawrence has held multiple positions at MD Financial Management | Gestion financière MD since joining the organization. He began as a Client Portfolio Trader from 2014 to 2018, where he managed client portfolios. He then transitioned to the role of HNW Client Portfolio Trader for eight months in 2018, focusing on high-net-worth clients. Following this, he served as a CEE Business Specialist for seven months in 2019. Currently, he works as a Financial Planning Consultant, MD Signature since 2019, and has been a Portfolio Relationship Manager since 2021, contributing to financial planning and portfolio management in the Ottawa, Canada area.
Education and Expertise
Michael Lawrence studied Business Administration at Laurentian University/Université Laurentienne, where he earned his Bachelor’s degree from 2007 to 2011. His educational background has equipped him with the necessary skills and knowledge to excel in financial planning and portfolio management. He holds the CFP® and CIM® designations, which further demonstrate his expertise in financial planning and investment management.
Background
Michael Lawrence completed his secondary education at South Grenville District High School, obtaining his diploma from 2003 to 2007. His early work experience includes roles in various sectors, including as a Table Games Dealer at OLG from 2008 to 2011 and as a Concession Supervisor - Projectionist at Cineplex from 2006 to 2008. His career in finance began with TD, where he worked as an Investment Representative from 2011 to 2012 and again from 2013 to 2014.
Career Progression
Michael Lawrence's career in finance has seen significant progression over the years. He started as an Investment Representative at TD before moving to MD Financial Management in 2014. His roles have evolved from Client Portfolio Trader to HNW Client Portfolio Trader, and now to Portfolio Relationship Manager. This trajectory highlights his growing responsibilities and expertise within the financial services industry.