Melissa Harrell, CFP®️, CLU, CHS
Winnipeg, Manitoba, Canada
1K followers
500+ connections
Winnipeg, Manitoba, Canada
1K followers
500+ connections
Activity
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In AB, the majority of folks who contact us are looking for someone to fill the primary roles in their Estate documents.
In AB, the majority of folks who contact us are looking for someone to fill the primary roles in their Estate documents.
Liked by Melissa Harrell, CFP®️, CLU, CHS
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Did you know Ida Albo has been the co-owner and managing partner of the iconic The Fort Garry Hotel, Spa & Conference Centre since 1994 and has…
Did you know Ida Albo has been the co-owner and managing partner of the iconic The Fort Garry Hotel, Spa & Conference Centre since 1994 and has…
Liked by Melissa Harrell, CFP®️, CLU, CHS
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I'm honored to join the ranks of incredible women like Jillian Harris, Melissa Leong and Rachel Wong by being interviewed by the gracious Kajal…
I'm honored to join the ranks of incredible women like Jillian Harris, Melissa Leong and Rachel Wong by being interviewed by the gracious Kajal…
Liked by Melissa Harrell, CFP®️, CLU, CHS
Experience
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McRae Wealth Management
Education
Licenses & Certifications
Volunteer Experience
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Chapter Leadership Council - Prairies
Advocis
- Present 2 years 3 months
Economic Empowerment
CLC supports all the chapters in the prairies region of Canada in their leadership of association goals and initiatives.
Previously, President of Winnipeg Chapter of Financial Advisors Association of Canada (ADVOCIS).
Board member since 2015 in role of Vice President, Treasurer, Practice Development, and Past President. -
Chair
Corydon Avenue BIZ
- Present 1 year
Education
More activity by Melissa
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Confession time… I cried the other day. But they were tears of joy. Joy because entrepreneurship isn’t an easy journey – it’s like climbing this…
Confession time… I cried the other day. But they were tears of joy. Joy because entrepreneurship isn’t an easy journey – it’s like climbing this…
Liked by Melissa Harrell, CFP®️, CLU, CHS
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Wow, what a fun night! Thanks to Equisoft for sponsoring tonight’s event. 💃🏼🕺 #AdvocisBanffSchool
Wow, what a fun night! Thanks to Equisoft for sponsoring tonight’s event. 💃🏼🕺 #AdvocisBanffSchool
Liked by Melissa Harrell, CFP®️, CLU, CHS
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I was honoured to be asked to share my thoughts about the general insurance industry on this episode of The Insurance Podcast Show. Thanks so much…
I was honoured to be asked to share my thoughts about the general insurance industry on this episode of The Insurance Podcast Show. Thanks so much…
Liked by Melissa Harrell, CFP®️, CLU, CHS
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Two years ago, I joined an SLP forum, and it has been one of the best decisions I've made. It provides me with the unique opportunity to connect with…
Two years ago, I joined an SLP forum, and it has been one of the best decisions I've made. It provides me with the unique opportunity to connect with…
Liked by Melissa Harrell, CFP®️, CLU, CHS
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Last week, the Northern Ontario Families of Children with Cancer (NOFCC) faced a heart-wrenching setback when their office was broken into, and a…
Last week, the Northern Ontario Families of Children with Cancer (NOFCC) faced a heart-wrenching setback when their office was broken into, and a…
Liked by Melissa Harrell, CFP®️, CLU, CHS
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PPI People In Your Neighbourhood… As PPI’s Regional Director of Strategic Relationships in Ontario, Jaclyn Nemethy BSc, CHS, CEA, CLU, CFP promotes…
PPI People In Your Neighbourhood… As PPI’s Regional Director of Strategic Relationships in Ontario, Jaclyn Nemethy BSc, CHS, CEA, CLU, CFP promotes…
Liked by Melissa Harrell, CFP®️, CLU, CHS
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The markets sold off today, so what do you do? Nothing, absolutely nothing Unless you have a bad advisor and no plan Then you still do nothing…
The markets sold off today, so what do you do? Nothing, absolutely nothing Unless you have a bad advisor and no plan Then you still do nothing…
Liked by Melissa Harrell, CFP®️, CLU, CHS
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I’m very pleased to announce the release of the new edition of my book, Wealth Planning Strategies for Canadians. This is the first edition…
I’m very pleased to announce the release of the new edition of my book, Wealth Planning Strategies for Canadians. This is the first edition…
Liked by Melissa Harrell, CFP®️, CLU, CHS
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How clients are getting held captive by dirty tricks some insurance agencies employ… Client buys a policy from an advisor who works at an insurance…
How clients are getting held captive by dirty tricks some insurance agencies employ… Client buys a policy from an advisor who works at an insurance…
Liked by Melissa Harrell, CFP®️, CLU, CHS
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I had an amazing week with colleagues on beautiful Prince Edward Island! They say that when you’re on PEI, you’re never more than a 15-minute drive…
I had an amazing week with colleagues on beautiful Prince Edward Island! They say that when you’re on PEI, you’re never more than a 15-minute drive…
Liked by Melissa Harrell, CFP®️, CLU, CHS
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I’ve heard from lots of people since my article about Advocis went public a couple days ago. I have a lot of thoughts, but I will try to keep this…
I’ve heard from lots of people since my article about Advocis went public a couple days ago. I have a lot of thoughts, but I will try to keep this…
Liked by Melissa Harrell, CFP®️, CLU, CHS
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How the new capital gains inclusion rates impact cottage owners By Jamie Golombek and Debbie Pearl-Weinberg July 26, 2024 https://lnkd.in/g42uutzk
How the new capital gains inclusion rates impact cottage owners By Jamie Golombek and Debbie Pearl-Weinberg July 26, 2024 https://lnkd.in/g42uutzk
Liked by Melissa Harrell, CFP®️, CLU, CHS
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If you are a business owner who feels like your finance is out of control, you might need to sign up for summer school. Head to themoneymidwife.ca…
If you are a business owner who feels like your finance is out of control, you might need to sign up for summer school. Head to themoneymidwife.ca…
Liked by Melissa Harrell, CFP®️, CLU, CHS
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