Arlene Pelley, CFP®, CIM®, FCSI®, FMA
Vice President, Associate Portfolio Manager & Wealth Advisor
Edmonton office: (780) 222-6502
Arlene specializes in providing expertise in financial wealth management services specific to the needs of both Dental and Medical Professionals, Business Owners, Families and Individuals in Alberta. Arlene provides comprehensive financial planning advice addressing both personal and professional considerations in the areas of Investment, Estate, Tax, Insurance, Retirement, and Wealth Transfer.
Prior to joining TriDelta Financial, Arlene spent 8 years working with an organization, exclusively serving Alberta Dental Professionals and the Dental Community in Alberta and BC. Arlene provided comprehensive financial planning advice to help integrate both their personal and corporate assets into a custom-tailored investment and estate plans.
Arlene has over 25 years of experience in the financial services industry. She is a mentor and industry leader, contributing as an experienced and trusted advisor who has a direct interest in the education, development and endorsement of the next generation of financial leaders.
Arlene’s professional experience is complemented by her passion and a number of financial services industry designations. She holds the Certified Financial Planner (CFP®) designation, the Chartered Investment Manager (CIM®) designation, the Financial Management Advisor (FMA) designation and is a Fellow of the Canadian Securities Institute (FCSI®) the pinnacle credential in Canadian Financial Services.
Arlene is married with one son. Arlene enjoys traveling with family and friends. Arlene has performed with ACTRA in a national television commercial earlier in her career. Arlene is an advocate for allergy sufferers and has supported events with Food Allergy Canada. Arlene is actively committed to the dental and medical communities within Alberta, including supporting and attending many charitable functions and gala events.
Call Arlene today at (780) 222-6502 or email at firstname.lastname@example.org for a consultation.