Jason Phillips
Senior Financial Consultant, Md Management Limited @MD Financial Management | Gestion financière MD
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WORK HISTORY
Senior Financial Consultant, Md Management Limited @MD Financial Management | Gestion financière MD
Ottawa, ON, CA
EDUCATION
Canadian Securities Institute / Moody's AT&CS
Chartered Investment Manager®
Canadian Securities Institute / Moody's AT&CS
Fellow of CSI®
Carleton University
B.A.
Financial Planning Standards Council
Certified Financial Planner®
SKILLS
ABOUT JASON PHILLIPS
A financial plan is a manifesto that emerges as our team works together to understand you and your goals. It’s a written statement that reflects your hopes and ambitions. And it changes as needed so that it’s always an up-to-date reflection of your wishes and financial situation. Because MD specializes in physicians, your plan will help you anticipate and prepare for the challenges and opportunities you’ll face from graduation, to residency, into practice, and well into retirement. Let me earn your business and trust as we work together to align these six planning topics for your success: 1. Asset Management 2. Financial Management 3. Risk Management 4. Tax Planning 5. Retirement Planning 6. Estate Planning J••••••••@MD.ca
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