Melissa joined Aspira Wealth in 2022 as a Client Service Associate where she works with the relationship management team helping our clients develop and execute a financial plan that is personally tailored to their needs and aspirations. Her career in the financial services industry started in personal banking in 2013, and those early days as a lender have complemented her financial planning/execution roles today.
Melissa holds a Bachelor of Music and Bachelor of Arts both from the University of Victoria. She also holds the Responsible Investment Specialist designation along with a Certificate in Financial Services Advice, has completed the Canadian Securities Course (CSC) and is working toward completion of the Certified Financial Planning (CFP) designation. Melissa is an avid learner and creative thinker and you’ll often find her analyzing and discussing various articles and studies.
Melissa and her husband Doug have two teenage boys who all have a firm sense of service over self. Melissa is an active member of her Rotary club and her family is ready to help whenever needed. It’s important for Melissa and her family to support the community they call home and they actively look to opportunities to do so. Their family picture isn’t complete without mentioning their beloved 18 year old Kitty and their equally beloved 5 year old English Cocker Spaniel, Jaco.