Melanie Copeland, Director, Client Services & Relationship Manager

Melanie Copeland is the Director, Client Services and Relationship Manager. Melanie has over 15 years of experience in the wealth management industry working with affluent individuals, families and business owners. Prior to joining Cardinal Point, Melanie worked at the portfolio management firm, Evans Investment Counsel, where her financial planning experience was key in implementing policy change. Additionally, Melanie spent almost 13 years managing a financial advisory practice at Stonegate Private Counsel (formerly with Assante Capital Management.) Melanie prides herself in providing excellent client service and maintains that as her primary focus. She has a Bachelor’s degree from the University of Waterloo, and holds the Canadian Investment Manager (CIM®) designation.

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