Milaine Theriault, Cfp
About Milaine Theriault, Cfp
Milaine Theriault is a Senior Financial Planner at MD Signature, with extensive experience in financial planning and wealth management. She has a background as an athlete and has competed in three Olympic Games, which has shaped her disciplined approach to financial services.
Current Role at MD Financial Management
Milaine Theriault serves as a Senior Financial Planner at MD Financial Management | Gestion financière MD, a position she has held since 2022. Based in Canmore, Alberta, she focuses on providing tailored financial planning services under the MD Signature program. Her role involves leveraging her extensive experience in the financial sector to assist clients in achieving their financial goals.
Previous Experience in Financial Planning
Prior to her current role, Milaine worked at MD Financial Management as a Senior Financial Consultant from 2017 to 2022 in Calgary, Alberta. She also held positions at RBC as a Financial Planner and Account Manager between 2011 and 2017, gaining valuable experience in financial services. Additionally, she worked as a Financial Advisor at Sun Life Financial for nearly a year.
Athletic Background and Its Influence
Milaine Theriault has a notable background as an athlete, having competed in three Olympic Games from 1994 to 2006. This experience has contributed to her disciplined and goal-oriented approach in her financial planning career, allowing her to understand the importance of setting and achieving objectives.
Education and Professional Designations
Milaine holds multiple qualifications in finance and financial planning. She studied at Mount Royal University, earning a Bachelor of Applied Financial Services from 2007 to 2011. She also achieved the Certified Financial Planner (CFP) designation from The Canadian Institute of Financial Planning after six years of study from 2007 to 2013. Additionally, she completed the Wealth Management Essentials and Canadian Securities Course at the Canadian Securities Institute.
Bilingual Financial Services
Fluent in both English and French, Milaine Theriault enhances her ability to serve a diverse clientele in financial planning. This bilingual proficiency allows her to communicate effectively with a broader range of clients, ensuring that she can meet their unique financial needs and preferences.