Paul De Graaf, MBA, Cfp, Cim, F CSI
About Paul De Graaf, MBA, Cfp, Cim, F CSI
Paul De Graaf is an Associate Portfolio Manager at MD Financial Management in Ottawa, Ontario, specializing in financial planning for Canadian physicians and their families. He has extensive experience in financial consulting and holds multiple qualifications, including an MBA and certifications in financial planning and investment advice.
Work at MD Financial Management
Paul De Graaf has been employed at MD Financial Management since 2017. He transitioned from the role of Senior Financial Consultant to Associate Portfolio Manager in 2019. In his current position, he focuses on building strong relationships with clients, specifically Canadian physicians and their families. His work includes addressing comprehensive financial planning needs, which encompass investment management, risk management, and retirement and estate planning.
Education and Expertise
Paul De Graaf has an extensive educational background. He earned his Master of Business Administration (MBA) from the University of Ottawa from 2006 to 2009. He also completed the International Business Program at NEOMA Business School in 2008. His studies at the Canadian Securities Institute spanned from 2007 to 2020, where he achieved various certifications, including Financial Planning and Services and a Certificate in Advanced Investment Advice in 2017. Additionally, he holds a Bachelor of Arts in Information Management from Amsterdam University of Applied Sciences, completed from 1995 to 1999.
Background
Before joining MD Financial Management, Paul De Graaf gained significant experience in the financial sector. He worked as a Senior Financial Advisor and Business Advisor at CIBC from 2008 to 2014. Following this role, he served in Private Wealth Management at BMO Private Banking from 2014 to 2017. His career reflects a consistent focus on financial consulting and wealth management, particularly for clients in the medical profession.
Achievements
Throughout his career, Paul De Graaf has developed a strong expertise in financial planning and investment management. His focus on serving Canadian physicians and their families highlights his commitment to addressing the unique financial needs of this demographic. His educational qualifications and professional experience contribute to his ability to provide comprehensive financial advice and strategies.