Chelsey Chartren B.Com., CFP®

Chelsey has over a decade of experience in the financial services industry, beginning her career as a Customer Service Representative with TD while completing her Bachelor of Commerce (Honours) with a specialization in Finance. In 2015, she joined the Assante family and has since made Chartren Dutka Wealth & Legacy Partners her professional home.

Chelsey is a CERTIFIED FINANCIAL PLANNER® professional and is also life insurance licensed. Known for her meticulous attention to detail and extensive wealth planning expertise, she has built a strong reputation for delivering exceptional client care. Her warm, compassionate approach helps clients feel at ease, supported, and confident in their financial journey.

Outside of work, Chelsey enjoys spending time adventuring with her husband and their two children—their “million‑dollar family,” as she affectionately calls it. She also loves baking cakes and sweet treats, and often unwinds in the evenings with hot yoga and fitness classes.