Robert Rae Cpa, Ca, Cia, Cfsa
About Robert Rae Cpa, Ca, Cia, Cfsa
Robert Rae is a compliance audits and investigations manager at MD Financial Management, with extensive experience in auditing and finance. He holds multiple certifications, including Chartered Accountant and Certified Financial Services Auditor, and actively participates in community and professional organizations.
Current Role at MD Financial Management
Robert Rae serves as the Manager of Compliance Audits and Investigations at MD Financial Management | Gestion financière MD. He has held this position since 2018, contributing to the organization for six years in Ottawa, Ontario, Canada. In this role, he leads investigations related to IIROC Rule 2500B complaints, code of conduct violations, privacy breaches, and fraudulent activities. His work is essential in ensuring compliance and maintaining the integrity of the financial operations within the organization.
Previous Experience in Auditing and Finance
Before his current role, Robert Rae worked in various capacities within the auditing and finance sectors. He was a Senior Auditor at BDO for four months in 2004 in Toronto, Ontario. He then served as an Internal Auditor and Business Analyst at The Kraft Heinz Company from 2005 to 2007. Following this, he worked at Lemoine Hyland LLP as a Staff Accountant & Auditor for four years. Prior to joining MD Financial Management, he was the Internal Audit Manager at the same organization from 2013 to 2018.
Educational Background and Certifications
Robert Rae holds a Bachelor of Commerce degree with a focus on Finance from Dalhousie University, where he studied from 1995 to 1999. He is a Chartered Accountant, having studied at the Institute of Chartered Accountants of Ontario. Additionally, he holds the Certified Financial Services Auditor (CFSA) certification, distinguishing him as one of only four holders in Eastern Ontario. He has also completed courses such as the Canadian Securities Course, Partners Directors and Officers Course, and the Branch Managers Course.
Involvement in Community and Professional Organizations
Robert Rae actively participates in community and professional organizations. He is a current Board Member and Vice President of Operations for Stittsville Minor Hockey, where he oversees equipment, officiating, and ice operations. Furthermore, he serves as a Board Member of the Institute of Internal Auditors Ottawa Chapter, which is recognized as Canada's largest chapter, contributing to the advancement of the internal auditing profession.