Tanuja understands the value of advice and takes pride in providing physicians and their families with thoughtful planning to help them meet their financial needs and reach their goals in life. Taking a holistic approach, she works to consistently deliver tailored planning solutions to ensure her clients’ overall financial wellness. Tanuja joined MD Management Limited in 2022, after working in a senior financial advisor role at CIBC. Her career in financial services began in 2006.
Tanuja earned a master’s of science in physics, majoring in electronics; a post graduate diploma in business administration, majoring in finance, from an accredited university in India; and holds the Certified Financial Planner® designation. She is also working towards the Chartered Financial Analyst® designation.
Away from work, Tanuja enjoys music – both listening to and singing – and playing badminton with her family.
CFP® is a trademark owned by Financial Planning Standards Board Ltd. (FPSB) and used under licence.
All insurance products are sold through Scotia Wealth Insurance Services Inc., an insurance agency and subsidiary of Scotia Capital Inc., a member of the Scotiabank group of companies. When discussing life insurance products, advisors are acting as Insurance Advisors (Group Insurance and Group Annuity Plans Advisors or Group Annuity Plans Advisors in Quebec) representing Scotia Wealth Insurance Services Inc.
MD Management Limited – Member – Canadian Investor Protection Fund