Matthew Dejong Email & Phone Number
Certified Financial Planner @ McDougall Insurance & Financial
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Matthew Dejong Location
- Morrisburg, ON, CA
Matthew Dejong Work
- Certified Financial Planner @ (October 2023 - Present)
- CERTIFIED FINANCIAL PLANNER® @ (November 2022 - October 2023)
- Branch Manager @ (January 2021 - November 2022)
- Branch Manager @ (August 2018 - January 2021)
- Assistant Branch Manager @ (June 2017 - September 2018)
- Senior Manager Personal Banking @ (June 2013 - June 2017)
- Branch Manager @ (February 2011 - June 2013)
- Manager Personal Banking @ (May 2009 - February 2011)
- Financial Advisor @ (March 2007 - May 2009)
Matthew Dejong Education
- Canadian Securities Institute
Investment Management Techniques
2019-2020 - Canadian Securities Institute
Financial Management Advisor (Wealth Management)
2002-2011 - Algonquin College of Applied Arts and Technology
Business Administration (Finance, General)
2001-2003
Matthew Dejong Skills
- Loans
- Risk Management
- Credit
- Retail Banking
- Mortgage Lending
- Banking
- Investments
- Credit Analysis
- Credit Risk
- Finance
- Financial Planning
- Small Business Lending
- Sales Management
- Management
- Relationship Management
- Financial Analysis
- Commercial Banking
- Commercial Lending
- Coaching
- Team Leadership
- Customer-focused Sales
- Wealth Management
- Portfolio Management
- Residential Mortgages
- Lines Of Credit
- Mutual Funds
- Customer Service
- Refinance
- Consumer Lending
- Business Relationship Management
- Customer Focused Sales
Matthew Dejong Summary
- Matthew Dejong, based in Morrisburg, ON, CA, is currently a Certified Financial Planner at McDougall Insurance & Financial. Matthew Dejong brings experience from previous roles at IG Wealth Management, BMO Financial Group and Scotiabank. Matthew Dejong holds a 2019 - 2020 Investment Management Techniques @ Canadian Securities Institute. With a robust skill set that includes Loans, Risk Management, Credit, Retail Banking, Mortgage Lending and more. Matthew Dejong has 2 emails on RocketReach.
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