ATB Wealth is riding a wave of commendable achievements as Chantalle Bernier joins colleagues Chantelle Martin and Michelle Seymour on the prestigious FP Canada's President's List
This article was produced in partnership with ATB Wealth.
Reflecting on her achievement, Bernier acknowledges the challenge she undertook. Juggling a full-time job while dedicating an average of 30 hours a week to studying, on top of four years of academic preparation, was no easy feat. "The results were unexpected yet thrilling, and they truly affirmed the dedication I put into my studies," Bernier shares with enthusiasm.
In her current role, Bernier takes pride in guiding first-time investors towards a brighter financial future, an endeavor now bolstered by her CFP designation. Looking ahead, Bernier is eyeing the Chartered Financial Analyst certification. “I’m really interested in portfolio management, and I know I’m with the right company to pursue my next goal,” she says. “I love the flexibility I’ve had, the leadership I’ve had, and the support I’ve had in growing my career at ATB.”
Her diligent studies
With over 15 years in the industry, Martin's expertise in wealth management and financial planning is now complemented by the invaluable insights and depth of knowledge gained through the CFP program. In her client interactions, she emphasizes the cultivation of trust, guiding them through the emotional landscape of financial decisions to ensure a fulfilling life.
ATB Wealth's hat trick of top-scorers started with Michelle Seymour who wrote the CFP Exam in November 2019 and received the news that she had received first place on the FP Canada's President's List in early 2020.
While she started out as a Tax & Succession Specialist with ATB Wealth, Seymour observed the overlap between tax and other areas of financial planning. “Pursuing CFP certification seemed a natural step to broaden my knowledge. I had the privilege of learning from the expertise of other ATB team members including those that were preparing for the CFP exam at the same time,” Seymour says. Seymour is currently the Managing Director of Wealth Planning at ATB Wealth and uses her CFP knowledge daily.