BROUGHT TO YOU BY
THE AWARD FOR
RISING STAR ADVISOR OF THE YEAR WINNER Chelsey Chartren The McClelland Financial Group (Assante Capital Management)
FINALISTS Danielle Spierenburg Kruzich Leonard Wealth Management Group (Richardson GMP)
Dian Chaaban RBC Dominion Securities
Farialle Pacha Kaufman Wealth Group (Richardson GMP)
Jeff Letchford Skyview Private Wealth (Mandeville Private Client)
McKenzie Esposito Esposito Advisory Team (National Bank Financial)
Ravi Nagraj RBC Wealth Management
CHELSEY CHARTREN knows her market because she’s part of it.
To engage with the young professionals who make up 50% of her client base, the McClelland Financial Group advisor relies on methods she know will appeal to her fellow millennials, such as videos on topics like taxes and RRSPs.
“I see a lot of millennial clients, and they are able to trust me a lot more because they can relate to me” CHELSEY CHARTREN The McClelland Financial Group
Chartren explained how working with younger clients is part of a larger strategy to lay the foundation for Canada’s much-vaunted generational wealth transfer. “A lot of [my clients] are children of current clients,” she said, “so the plan is to eventually keep the money in the business when they eventually pass away.” Chartren added that after moving to Assante from TD Bank, her new role took some getting used to. “Being part of Assante was a huge learning curve, with all the different tools that are available for our clients. I was lucky I eased into it slowly.”
Trevor Theobald CWP Financial Services Inc. (Sun Life Financial)
Zena Amundsen Astra Financial Services
Chelsey Chartren The McClelland Financial Group
www.australasianlawyer.com.au
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12/06/2018 5:48:20 AM