Patrick Fortin
About Patrick Fortin
Patrick Fortin serves as the Regional Director at MD Financial Management in Quebec, a position he has held since 2017. He has extensive experience in financial planning and management, having worked at various financial institutions including Banque Nationale, CIBC, and RBC Dominion Securities.
Current Role at MD Financial Management
Patrick Fortin serves as the Directeur Régional at MD Financial Management | Gestion financière MD. He has held this position since 2017, contributing to the financial management sector in Quebec for over seven years. His role involves overseeing regional operations and ensuring the delivery of financial services to clients.
Previous Experience in Financial Services
Prior to his current role, Patrick Fortin gained extensive experience in the financial services industry. He worked at Banque Nationale as a Planificateur financier from 2002 to 2004 and again from 2015 to 2017. He also held positions at CIBC as Directeur de comptes Services Impérial from 2001 to 2002 and at RBC Dominion Securities as Conseiller en placement from 2000 to 2001. His diverse roles have provided him with a broad understanding of financial planning and client services.
Education and Professional Qualifications
Patrick Fortin studied at the Institut Québécois Planification Financière, where he focused on financial planning and achieved the IQPF designation. He also attended UQTR - Université du Québec à Trois-Rivières, earning a Bachelor of Business Administration (B.A.A.) from 1996 to 1999. His educational background supports his expertise in financial management.
Career Timeline and Progression
Patrick Fortin's career in the financial sector spans over two decades. He began as a Conseiller en placement at RBC Dominion Securities in 2000, followed by a role at CIBC in 2001. He then joined Banque Nationale, where he held multiple positions, including Planificateur financier and directeur développement hypothécaire. His career reflects a steady progression through various roles in financial planning and management.