Chelsey has been in the financial services industry for over 10 years, beginning as a Customer Services Representative at TD in 2010 while she was completing her studies to earn her Bachelor of Commerce (Honours) with a focus in Finance. She then went to join the Assante family in 2015, at another office, and has now called Dutka Wealth Planning Group her home.
Chelsey has completed the Canadian Securities (CSC) course, is life insurance 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.
With her "free time", Chelsey goes on adventures with her two young children and husband. A million-dollar family they call it, with one boy and one girl!