Amanda Chubey CFP®, FCSI, CIM®
Amanda is a highly qualified financial professional with two decades of experience in the industry. She holds the CERTIFIED FINANCIAL PLANNER® designation and is a Fellow of CSI (FCSI), the most senior credential in the Canadian financial services sector. Additionally, Amanda has earned her Chartered Financial Manager (CIM®) designation, which certifies her expertise in evaluating and managing all aspects of client investment portfolios.
Throughout her career, Amanda's dedication to supporting and guiding clients has enabled her to present complex financial strategies in an accessible manner, thereby strengthening relationships with high net worth and ultra-high net worth clients. For a number of years she served as an Associate Portfolio Manager at a bank-owned firm, providing clients with comprehensive discretionary management services.
Prior to her career in finance, Amanda earned a bachelor’s degree in Pastoral Ministries and worked as a Youth Pastor with The Salvation Army. While advancing her financial career in British Columbia, she dedicated five years to volunteering with the New Westminster Police Department’s Victim Assistance Unit, further demonstrating her commitment to community service. Currently, Amanda sits on the board of a local non-profit that is the first stop for anyone connected or dealing with family violence.