Tara Chisholm
About Tara Chisholm
Tara Chisholm is a Client Associate at Md Financial Management, where she has worked since 2018. She has a diverse background in administrative and client support roles across various financial services companies in Canada and the United States.
Current Role at MD Financial Management
Tara Chisholm serves as a Client Associate at MD Financial Management, a position she has held since 2018. In this role, she is responsible for assisting clients with their financial needs and providing support to the financial advisory team. Her experience in client relations and administrative support contributes to her effectiveness in this position.
Previous Experience in Financial Services
Before her current role, Tara worked at MD Financial Management as a Client Assistant from 2017 to 2018. Her prior experience includes positions at Copoloff Insurance Agencies Inc. as a Case Coordinator and at Les Financial Services Inc. as a Senior Administrative Assistant. These roles provided her with a strong foundation in client service and administrative operations within the financial sector.
Educational Background
Tara Chisholm studied at Simon Fraser University from 2014 to 2016, focusing on her academic development for two years. She also attended St. Lawrence College from 2005 to 2007, where she studied Business. This educational background has equipped her with the knowledge and skills necessary for her career in financial services.
Career Progression in Financial Services
Tara began her career in financial services at Manulife as a New Business Associate from 2007 to 2008. She then transitioned to Copoloff Insurance Agencies Inc. and later to Les Financial Services Inc., where she gained valuable experience in administrative and client-facing roles. This progression highlights her commitment to the industry and her ability to adapt to various positions.