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.
Transcript
[Instrumental music begins playing and Melissa Seglie appears onscreen.]
Hi, my name is Melissa Seglie.
After years of banking experience specializing in credit products, I joined The Schmidt Investment Group and changed my focus to wealth management.
I've had multiple positions within The Schmidt Investment Group and have learned the technical side of the business from the ground up and have now joined the Advisory Group.
What I enjoy most about my role is that it allows me to learn about what really matters to our clients on a personal level.
When I'm not here at work, I'm enjoying my time with my young twins, playing outside if possible, or reading a novel from my book club or taking family holidays with my husband and kids.
I'm looking forward to working with you and helping you simplify your wealth.
Industry Experience
Having held many responsibilities over the years and learning the business from the ground up at Schmidt Family Office™, 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.
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 specializing 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 school age children, Melissa spends time volunteering within her kids school and church community. Within the industry, Melissa volunteers as an exam scorer with FP Canada.
Outside of the Office
When Melissa is outside the office, she enjoys spending time with her family and friends. On their acreage, they like to skate and play hockey in the winter, and pickleball in the summer. They enjoy travelling together and exploring new places.
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