Shannon Bernstein, Cfp, Cim, Fma, F CSI
About Shannon Bernstein, Cfp, Cim, Fma, F CSI
Shannon Bernstein is a Regional Manager at MD Financial Management, specializing in financial planning and wealth management for physicians and their families. With extensive experience in the financial sector and multiple professional designations, she has worked in various roles across several banks and financial institutions in Ontario since 2001.
Work at MD Financial Management
Shannon Bernstein has served as the Regional Manager at MD Financial Management | Gestion financière MD since 2019. In this role, she leads financial planning and wealth management services specifically designed for physicians and their families. Her responsibilities encompass overseeing operations across multiple locations in Ontario, including Kitchener, London, and Windsor. Prior to her current position, she worked as a Senior Financial Consultant at the same organization from 2015 to 2019.
Education and Expertise
Shannon Bernstein earned her Bachelor's Degree in Environmental Studies from the University of Waterloo, where she studied from 1995 to 2002. She holds several professional designations, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Financial Management Advisor (FMA), and Fellow of the Canadian Securities Institute (FCSI). These qualifications support her expertise in financial planning and wealth management.
Background
Shannon Bernstein began her career in the banking sector, working at Scotiabank as a Bank Teller from 2001 to 2002. She progressed to the role of Personal Banking Officer from 2002 to 2004, and then served as a Senior Personal Banking Officer from 2004 to 2006. After her tenure at Scotiabank, she worked at CIBC as a Senior Financial Adviser from 2006 to 2015 before returning to MD Financial Management as a Senior Financial Consultant.
Professional Experience
Shannon Bernstein has extensive experience in the financial services industry, with over 15 years in various roles. After her initial positions at Scotiabank, she transitioned to CIBC, where she worked for nine years as a Senior Financial Adviser. Her career at MD Financial Management began in 2015, culminating in her current role as Regional Manager, where she focuses on providing tailored financial solutions for healthcare professionals.