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Chantelle Clarke, Financial Advisor

FINANCIAL ADVISOR
Chantelle Clarke

CFP®
3 King Street West, Cobourg, ON K9A 2L8opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Wealth protection strategies
  • Intergenerational planning
  • Estate and legacy strategies
  • Special needs financial considerations
  • Education savings strategies

About Chantelle

While numbers are important to you as an investor, so is our relationship. I want you to feel comfortable sharing what you value, what worries you and how you feel about money. And you'll need to trust that I have your best interest at heart, and that you feel supported, valued and encouraged. I work hard to establish that relationship.

As much as I'll be asking you to share your story, it's only fair that I share some of mine.

ON A PERSONAL LEVEL: I am a mother, wife and active member of my community.

Growing up in Cobourg, I spent...

Personal Interests

  • Gardening
  • Spending Time with Family
  • Art & Theater
  • Baking
  • Home Improvement

Team Members

  • Sandra Ormel
    Sr. Branch Office Administrator
  • Paige Amos
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(905) 373-9363

Fax

(866) 766-9006

Office Address

3 King Street West
Cobourg, ON K9A 2L8opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More