Ty Saunders, CFA, CFP, CIPM
senior financial consultant at md management limited & portfolio manager at md private investment counsel@ MD Financial Management | Gestion financière MD
Canada
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Ty Saunders, CFA, CFP, CIPM is a highly experienced portfolio management professional with 15.7 years of work experience. Based in Halifax, Canada, he has a strong background in the stock market and has been a valuable asset to the industry since 2008. Ty has held various leadership roles, including Financial Consultant at MD Management Limited and Portfolio Manager at MD Private Investment Counsel. He is skilled in building holistic financial security and long-term wealth for Canadian physicians. Outside of work, Ty enjoys sports, playing basketball, and preparing CFA level one exam boot-camps for professionals.
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Emails and Phone Numbers

@md.ca
@cma.ca
@mdm.ca
@mdm.ca
+1 613731****
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About

I have been growing my expertise and skill set in portfolio management since my first job out of University. Despite being one of the most challenging years in recent stock market history, 2008 was a perfect time to start my career in an industry that is constantly changing and requires adaptability and quick thinking. Since then, I have continued to take on more challenging roles, add to my professional toolkit of financial accreditation's, and support the financial community in leadership roles with CFA Society Atlantic Canada. My role as a Financial Consultant at MD Management Limited and Portfolio Manager at MD Private Investment Counsel leverages my experience and expertise to help build holistic financial security and long-term wealth for Canada’s hardworking physicians. When I am not at work or studying, you will find me outdoors enjoying sports like basketball or soccer with my son, and preparing CFA level one exam boot-camps for the next generation of professionals.

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Work Experience

1870 Alta Vista Drive, Ottawa, ON, K1G 6R7, CA

Financial Services

1213
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Ty Saunders, CFA, CFP, CIPM's Professional Milestones

  • Managing Director | Signature Private Wealth Management Advisor (2019-07-01~): Growing clients' financial portfolios through strategic investment planning and sustainable investment strategies.
  • Portfolio Manager (2018-02-01~2019-07-01): Expanding portfolio to drive sales and optimize profitability through strategic leadership and risk management.
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Education

Saint Mary's University
Saint Mary's University

Major In Finance

2003-2008