Associate Financial Advisor
Chelsey has been in the financial services industry for over 10 years, beginning as a Customer Services Representative at TD while she was completing her studies to earn her Bachelor of Commerce (Honours) with a focus in Finance in 2014. She then went to join the Assante family in 2015, at another office, and has now called us her home.
Chelsey has completed the Canadian Securities (CSC) course, is life licensed and is working towards her CERTIFIED FINANCIAL PLANNER® designation. She is detail-oriented, has a great deal of wealth planning experience and a track record of taking exceptional care of Assante clients. Chelsey’s warm and compassionate nature will make you feel relaxed and well cared for.