Don MacLean

Don Maclean, CFA has a diverse work experience in the financial industry. Don started their career at CIBC Wood Gundy as an Associate Portfolio Manager from March 2000 to March 2004. Don then joined Fidelity Investments as a District Vice President from January 2004 to January 2008. Don later worked at RBC Capital Markets as a Director & Vice President from January 2008 to January 2009. Don then moved to Scotiabank, where they served as a Regional Director & Vice President from January 2009 to January 2011. Don's most recent position is at Dynamic Funds, where they have been a Vice President since January 2009 and currently holds the role of Regional Vice President. In this role, they lead a team of sales professionals and focuses on providing the best advice to Financial Advisor clients.

Don Maclean, CFA holds a Bachelor of Commerce (BCom) degree in Honors Economics from Concordia University, which they obtained from 1990 to 1992. From 1994 to 1997, they attended the CFA Institute and completed the Chartered Financial Analyst program, focusing on Finance and Financial Management Services. Additionally, Don has taken various industry courses at the Canadian Securities Institute since 1994. Don also holds Insurance Exams Level 1 & 2 from the Canadian Association of Insurance and Financial Advisors, although the specific years of completion are not provided. Moreover, Don has completed the Sales Manager Program at Sequoia System, specializing in Sales Management.