portrait of Chantelle Clarke
FINANCIAL ADVISOR

Chantelle Clarke

CFP®, PFP®
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Protection Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Education Savings Strategies

Personal Interests

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

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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

Fax

(866) 766-9006

Branch Team

  • Sandra Ormel
    Sr. Branch Office Administrator
  • Mike Cowley
    Branch Office Administrator
  • Veronica Derry
    Branch Office Administrator

Office Address

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

More to explore

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

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

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