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Matthew Dejong Location
Morrisburg, ON, CA
Matthew Dejong Work
2023 -now Certified Financial Planner @
2022 -2023 CERTIFIED FINANCIAL PLANNER® @
2021 -2022 Branch Manager @
2018 -2021 Branch Manager @
2017 -2018 Assistant Branch Manager @
2013 -2017 Senior Manager Personal Banking @
2011 -2013 Branch Manager @
2009 -2011 Manager Personal Banking @
2007 -2009 Financial Advisor @
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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