Know your advisor: CIRO Advisor Report
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Honest. Genuine. Positive.
Melissa Chapman is a Stettler-based financial advisor with her Certified Financial Planner (CFP®) designation and a Bachelor of Arts from the University of Alberta. Compassionate and straightforward, Melissa knows that every client is unique and needs advice that is tailored specifically to you. She listens to find out what is really important to you, helping you set goals that are aligned with your values.
Saving made simple
To Melissa, a successful client relationship is one where you feel comfortable to be candid about your life; both financially and personally. Promoting open communication, Melissa encourages you to share your life goals in order to generate a personalized and effective financial plan. Melissa is someone you can lean on and rely on for straightforward advice and strong guidance. She always starts with the basics—the building blocks to achieving financial success—and takes the time to help you understand the process to ensure you are confident. Her best financial advice is it's time in the market, not timing it that matters.
Compassionate and considerate
For Melissa, the best part of working at ATB Wealth is having the opportunity to create lasting change with her clients. To stay current in the industry, Melissa frequently takes courses, attends seminars and keeps up to date on the current investing trends. This allows her to provide you with timely up-to-date advice. Outside of work, Melissa enjoys baking and gardening and spending time with friends and family.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.