Sharon Eckardt

Regional Investment Administrator, Private Investment Counsel @ MD Financial Management

About Sharon Eckardt

Sharon Eckardt serves as the Regional Investment Administrator for Private Investment Counsel and has been recognized as a top performer in Canada in 2013. With a strong background in client services and a commitment to mentoring colleagues, she has developed extensive skills in administration and account management throughout her career.

Work at MD Financial Management

Sharon Eckardt has been serving as the Regional Investment Administrator for Private Investment Counsel at MD Financial Management since 2016. In this role, she focuses on providing tailored investment solutions and managing client relationships. Her responsibilities include overseeing investment strategies and ensuring that clients receive high-quality service. Sharon's extensive experience in the financial services industry contributes to her effectiveness in this position.

Previous Experience at RBC

Prior to her current role, Sharon Eckardt held multiple positions at RBC Investor & Treasury Services. She worked as an ICS Client Service Representative from 2006 to 2008 and then as a Senior Client Representative in Investment Counsellor Services from 2008 to 2015. Additionally, she served as a Client Communications Officer at RBC Direct Investing from 1993 to 2004. These roles provided her with a strong foundation in client service and investment management.

Education and Expertise

Sharon Eckardt completed her secondary education at Sir Winston Churchill High School. Her professional journey in the financial sector has equipped her with extensive administration and operational skills, particularly in account management and addressing sensitive customer issues. She is recognized for her ability to exceed customer expectations and work effectively within a team.

Achievements and Recognition

In 2013, Sharon Eckardt was recognized as a top performer in Canada, receiving the RBC Performance Annual Award. This accolade highlights her dedication to excellence in her field. Her commitment to professional development is further demonstrated through her coaching and mentoring of colleagues, emphasizing her focus on team success and knowledge sharing.

Coaching and Mentorship

Sharon Eckardt actively engages in coaching and mentoring her colleagues, showcasing her commitment to professional growth within her team. She is known for sharing best practices and expertise, establishing herself as a go-to resource for her peers. This dedication to mentorship reflects her belief in fostering a collaborative work environment.

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