Chantale Burke, Subject Matter Expert at Advocis

Chantale Burke

Subject Matter Expert at Advocis | Oakville, Ontario, Canada

Profile last verified August 2026
Financial Services Verified Profile Oakville, Ontario, Canada Dalhousie University
Verified

Work Email

***@cogeco.ca

Last verified September 2026

Phone Number

905*****

Canada • Mobile

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Chantale Burke Socials
Chantale Burke Work Experience

Subject Matter Expert at Advocis in May 2021 - Present

Learning And Development Specialist at Aviso Wealth in March 2022 - Present

Assessment Marker at FP Canada in August 2020 - September 2020

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Financial Planner at TD Wealth in February 2019 - February 2020

Investment & Retirement Planning at RBC Wealth Management in July 2015 - January 2017

Business Development/Insurance Advisor at Ontario Medical Association in January 2007 - November 2013

Financial Planner at MD Management in December 2004 - January 2007

Trust Officer at RBC Royal Trust in August 2002 - December 2004

Financial Consultant at Investors Group in January 2001 - January 2002

Trust Adminstrator at Scotiatrust in January 1999 - January 2001

Customer Service at AIM Trimark Investments in January 1998 - January 1999

Chantale Burke Education

Dalhousie University, MBA

Financial Planning Standards Council, Certified Financial Planner

Saint Mary's University, B.COM & BA

Chantale Burke Skills
Project Management Risk Management Strategic Planning Customer Service Business Development Problem Solving Business Analysis Marketing Strategy Public Speaking Change Management Investments Strategy Insurance Strategic Financial Planning Marketing Account Management Portfolio Management Retirement Planning Financial Services Finance Leadership Relationship Management Business Strategy Mutual Funds New Business Development Team Leadership Investment Strategies Asset Allocation Time Management Project Planning Disability Insurance Asset Management Estate Planning Nonprofits Investment Management Business Planning CRM Customer Retention Financial Planning Wealth Management Financial Advisory Investment Advisory Holistic Financial Planning Wealth Management Services Professional Communication Vulnerability Productivity Improvement Learning Analytics E-Learning Instructional Design Artificial Intelligence for Business Business Resilience
About Chantale Burke’s Current Company
Advocis

Aviso empowers better wealth management for Canadians. We’re a leading wealth services provider for the Canadian financial industry, helping hundreds of organizations gain a competitive edge. By connecting to our comprehensive ecosystem of integrated technologies, tools, products, services, and expertise, our partners can deliver an enhanced wealth management experience to their clients. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. Our team embraces a “oneaviso” culture that celebrates leadership, innovation, partnership, responsibility, and community. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), Aviso Insurance Inc., Credential Insurance Services Inc. and Northwest & Ethical Investments L.P. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. The Aviso Managed Assets Program is offered by Aviso Financial Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently, and past performance may not be repeated. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.

Discover more about Advocis
Chantale Burke’s Colleagues
Amritpal Manak

Amritpal Manak

Canada

Senior Quality Assurance Engineer at Aviso Wealth

QA Analyst II at Aviso Wealth
(November 2018 – Present)

Antonio Benedete

Antonio Benedete

Greater Toronto Area, Canada

Enterprise Architect at Aviso Wealth

Enterprise Architect at Aviso Wealth
(July 2023 – Present)

Director & Portfolio Manager

Director & Portfolio Manager at Aviso Wealth
(May 2016 – Present)

Lou Fabiano

Lou Fabiano

Toronto, Ontario, Canada

VP, Products and Managed Solutions at Aviso Wealth

Advisory Board Member (Chief Operating Officer 2014 - 2020) at Veritas Investment Research
(September 2014 – Present)

Ciaran Smith

Ciaran Smith

Vancouver, British Columbia, Canada

Director, Enterprise Strategy & Innovation at Aviso Wealth

Director, Enterprise Strategy & Innovation at Aviso Wealth
(April 2022 – Present)

Camelita Forester

Camelita Forester

Greater Toronto Area, Canada

Senior Manager - Estates at Aviso Wealth

Senior Manager - Estates at Aviso Wealth
(July 2022 – Present)

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Frequently asked questions about Chantale Burke

What is Chantale Burke email address?

Email Chantale Burke at [email protected] and [email protected]. This email is the most updated Chantale Burke's email found in 2026.

What is Chantale Burke phone number?

Chantale Burke phone number is 905-845-1701.

How to contact Chantale Burke?

To contact Chantale Burke send an email to [email protected] or [email protected]. If you want to call Chantale Burke try calling on 905-845-1701.

What company does Chantale Burke work for?

Chantale Burke works for Advocis.

What is Chantale Burke's role at Advocis?

Chantale Burke is Subject Matter Expert

What industry does Chantale Burke work in?

Chantale Burke works in the Financial Services industry.

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