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- About Assante
Michelle has worked in the financial services industry since 2006 and joined us from RBC Dominion Securities in 2013. She has completed both her Canadian Securities Course and Conduct and Practices Handbook Course as well as the Wealth Management Essentials Course. She is also licensed in Life, Health and Sickness Insurance and holds a Human Resources Studies Diploma.
Michelle works alongside Tony and Melanie with the goal of helping clients build and preserve their wealth. Their team specializes in providing customized wealth planning advice and developing comprehensive strategies tailored to their clients' unique needs and goals.
Michelle is a member of Orillia Rotary Club and a past member of the Orillia Business Women’s Association, the Orillia Business Association and Warminster Elementary School's parent council. She firmly believes in giving back to her community and is involved in various fundraising efforts of the Canadian Cancer Society and the Terry Fox run. She has completed her 4th year participating in the Orillia’s Relay for life.
Michelle moved to Coldwater with her husband and daughter in 2008 and enjoys many outdoor activities the area has to offer. Her interests are focused on her family and enjoying her daughter’s many interests including figure skating, piano, choir and drama. She also enjoys travelling, reading, networking and spending time outdoors.