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 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
  • Home
  • Family Office Services
  • Who We Are
    • Our Philosophy
    • Our Difference
    • Our Team
    • Our Beginnings
    • Testimonials
  • Our Clients
  • Expand Hope®
    • Social Mission
    • Wealth for Good™
    • Global Impact Trips
  • Media & Resources
    • Media
    • Resources
    • Client Care Award
  • Contact Us

Melissa Seglie

Melissa Seglie

Melissa Seglie

Melissa Seglie

CFP, TEP, B.Ed.

Senior Associate Wealth Advisor

As a Senior Associate Wealth Advisor and member of the Wealth Strategy Group, Melissa has over 21 years of experience in the industry. Melissa's responsibilities have included personal banking, credit adjudication, tax reporting, performance reporting, process management, project management, internal client fee audits, personal and corporate taxes, and compliance.

VCardConnect with Melissa

Industry Experience

Having held many responsibilities over the years and learning the business from the ground up at The Schmidt Investment Group, Melissa is an invaluable member of The Advisory Group. One of Melissa's core responsibilities is to meet with clients for regular portfolio and wealth management reviews and to build out strategy and overall planning for these clients in the areas of portfolio strategy, tax, estate, insurance and legacy planning. Melissa is also responsible for maintaining and strengthening client and strategic partner relationships, managing all client insurance policies, conducting estate documentation reviews and implementing and monitoring client wealth management solutions in accordance with clients' financial plans and investment policies.

 

Industry Recognized Designations

  • CFP - Certified Financial Planner
  • TEP - Trust and Estate Practitioner

Education

  • Bachelor of Education – University of Alberta

 

Transcript

Designations & Degrees

Melissa has obtained the Certified Financial Planner (CFP) designation and is a member of the FP Canada Standards Council. The CFP certification is considered the standard for the financial planning profession worldwide and attests that designation holders have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession. Melissa volunteers with FP Canada as a CFP exam scorer. Volunteers are selected through a rigorous application and interview process and successful applicants are recognized as specialists in their area of practice and have a keen interest in advancing the financial planning profession. Melissa holds the Canadian and International Trust and Estate Practitioner designation (TEP) which formally identifies her as a qualified practitioner dealing with trusts and estates. She is a member of the Edmonton Estate Planning Council and a member of the Edmonton Chapter for the Society of Trust and Estate Practitioners. Melissa holds an Education degree from the University of Alberta in Edmonton.

Volunteering

With young children, Melissa spends time volunteering within her kids school and church community. Living an active life, and having completed an Ironman in 2010, Melissa enjoys volunteering at triathlon events, and encouraging those around her to live active lifestyles.

Outside the Office

When Melissa is outside the office, she enjoys spending time with her husband and their young twins. Together, they love trying new arts and crafts, playing sports, testing new baking recipes, and spending time with extended family.

Connect with Melissa

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.