Chantal Cassar is a Client Relationship Specialist at Cardinal Point. Joining Dorchester Wealth Managementāa predecessor firm to Cardinal Point in 2018, she brings over 30 years of experience in the financial services industry with a strong focus on client account management. With a keen eye for detail and robust industry expertise, Chantal efficiently manages cash flows across multiple accounts, coordinates trade executions with brokers, and resolves settlement issues with custodians. She also plays an integral role in facilitating the onboarding of new clients and preparing essential account documentation.
Chantal holds certifications such as the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH), underscoring her commitment to exceptional client service and regulatory compliance.