Melany was awarded Ottawa's favourite Wealth Management Firm by her loyal and dedicated clients, by Faces Magazine in 2019 and awarded as Ottawa's Favourite Wealth Management Firm in 2020.
Melany believes that the key to being a great financial advisor is understanding the needs of each individual and recognizing that each person's economic and life situation is different and unique to them. She also believes that most people share the same values when it comes to financial planning: build wealth, invest your money, and protect those who matter to you.
Melany's clients are like family to her. She founded Pulse Wealth Management to provide you with personalized services in order to match your specific needs and goals with the right financial products and services to help you get the financial outcomes you desire for yourself and your family. As a Certified Financial Planner ® with access to most investment and insurance companies across Canada, you can trust Melany will always recommend unbiased with your best interests in mind.
Whether your current goals involve travelling more, purchasing real estate, financing your child's college education or planning for retirement, you can rely on Melany's financial advice to ensure the best financial outcomes.
Melany knows the power of giving, and investing in others. She was once gifted a smile by a stranger and that gesture, irrevocably changed her life and outlook on giving. Watch the video below to find out why Melany became a Certified Financial Planner ® and where her passion for financial planning started.
Realizing your financial goals means taking all aspects of finance into account.
As such, we lean on a team of financial experts including but not limited to:
Building on their expert advice, we are proud to create financial plans that are truly holistic.
As your Certified Financial Planner ®, we are committed to:
We do that by using a five-step process to:
…all the while, keeping you educated and informed—every step of the way.
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