Amanda Chubey

Amanda is a qualified financial professional with more than 20 years of experience in the financial services industry. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Investment Manager (CIM®), and Fellow of CSI (FCSI®) designations, reflecting her commitment to excellence, advanced financial expertise, and ongoing professional development.

 

Throughout her career, Amanda has been passionate about helping clients navigate complex financial decisions with clarity and confidence. She specializes in developing comprehensive wealth management strategies and has extensive experience working with high-net-worth and ultra-high-net-worth families. Prior to joining her current role, Amanda served for several years as an Associate Portfolio Manager with a major bank-owned investment firm, where she provided discretionary portfolio management and sophisticated wealth planning services.

 

Before entering the financial services industry, Amanda earned a Bachelor’s degree in Pastoral Ministries and worked as a Youth Pastor with The Salvation Army. This foundation in community service and supporting others continues to influence her client-centered approach today.

 

Amanda has a long-standing commitment to giving back to her community. While living in British Columbia, she volunteered for five years with the New Westminster Police Department’s Victim Assistance Unit, supporting individuals during difficult circumstances. She currently serves on the board of a local community organization in Spruce Grove, giving back to those who have been so warm and welcoming to her family since moving to Alberta.