Tricia Urbshott
About Tricia Urbshott
Tricia Urbshott is a Physician Engagement Specialist at MD Management Limited, with over 20 years of experience in the financial services industry. She supports Canadian physicians and their families in Ontario by providing tailored financial planning solutions.
Work at MD Financial Management
Tricia Urbshott serves as a Physician Engagement Specialist at MD Management Limited, a position she has held since 2019. In this role, she focuses on providing tailored financial planning solutions to Canadian physicians and their families in the Ontario region. Her responsibilities include wealth management, financial planning, retirement planning, insurance, and estate planning. Urbshott's extensive experience in the financial services industry allows her to build meaningful connections with clients, ensuring their financial needs are met.
Previous Experience at TD
Before joining MD Financial Management, Tricia Urbshott worked at TD for 19 years, serving as the Manager of Customer Service from 1999 to 2018 in London, Ontario. During her tenure at TD, she developed a strong foundation in customer service and financial operations, which contributed to her expertise in the financial services sector. This experience has been instrumental in her current role, where she applies her knowledge to support clients effectively.
Education and Expertise
Tricia Urbshott has a diverse educational background that supports her career in financial services. She studied at Fanshawe College, where she completed programs in Legal Assistant and Human Resource Management. Additionally, she pursued courses at the Canadian Securities Institute, achieving certifications in the Branch Compliance Officer Course, Conduct and Practices Handbook Course, Canadian Securities Course, and Investment Funds Institute of Canada. This extensive education equips her with the skills necessary to navigate complex financial landscapes.
Industry Experience
With over 20 years of experience in the financial services industry, Tricia Urbshott possesses extensive knowledge that enhances her ability to connect with clients. Her career has been marked by a commitment to supporting Canadian physicians and their families, particularly in cities such as Windsor and Thunder Bay. Her expertise spans various areas, including wealth management, retirement planning, and estate planning, making her a valuable resource for those seeking financial guidance.