Chelsey Chartren

Chelsey Chartren

Chelsey Chartren

Financial Advisor, The McClelland Financial Group at Assante Capital Management Ltd.

Chelsey has been in the financial services industry since the beginning of her studies at University of Ontario Institute of Technology (UOIT) in 2010. While studying finance at UOIT, she worked part-time at TD Bank as a Customer Services Representative (bank teller) until achieving her Bachelor of Commerce (Honours) degree in 2014.

Chelsey has her Canadian Securities (CSC) designation and is working towards her Certified Financial Planner (CFP) designation.  She has also obtained her Life Insurance license and is eager to broaden her knowledge in every aspect of Financial Planning. At The McClelland Financial Group Chelsey is known for her great rapport with clients and striving to meet her client’s needs is one of her top priorities.

Outside of work, Chelsey’s passion is health, fitness, and nutrition. She is an avid member of a CrossFit gym in her community and has participated in many charitable runs such as the CIBC Run for the Cure, Toronto Yonge Street 10k as well as other races such as the Prison Break Race and Spartan Race. Chelsey is a refreshing, young professional who can appeal and relate to our younger demographic and someone who is excited and passionate about enhancing the financial lives of our clients.