Senior Wealth Advisor
Melanie is a Registered Financial Planner and Wealth Advisor with Investment Planning Counsel. Over the past 23 years, Melanie and her team have designed “Total WealthCare”, a multi-disciplinary approach committed to client education and financial achievement. This holistic process provides comprehensive, customized client-focused solutions with the goal of guiding clients toward the best life possible with the means available to them.
Melanie has been published in Advisor’s Edge, Investment Executive, and the Calgary Herald. She has presented to the Institute of Advanced Financial Planners, Investment Planning Counsel, Mount Royal College (University) and the University of Calgary. She has been interviewed by 660 News, the Winnipeg Free Press, Global National and has been a guest on Calgary Global TV. In 2020, Financial Success for Women by Women was released, a book written by Melanie and 26 female colleagues from across Canada.
Currently, Melanie serves as Acting Past Chair for the Institute of Advanced Financial Planners, and has served on the Calgary board of the Canadian Association of Financial Planners and the Juvenile Diabetes Association. She has been involved in fundraising initiatives for women’s cancer, the Calgary Firefighters Burn Treatment Centre and Between Friends, an organization devoted to those children and adults with life limiting disabilities.
Melanie is frequently called upon to work with clients and law professionals to assist in securing financial separation solutions that optimize equitable cash flow and asset outcomes. She particularly enjoys working with mediators, lawyers and clients to assist in securing a financial separation solution focused upon individualized strategies and outcomes.
She relishes time spent with her husband Bob and their two Wirehaired Pointing Griffons, her horses, family and friends. Melanie loves travel, hiking, gardening, off-grid camping, is an accomplished cook and avid outdoorswoman.