Michelle Aucoin MA, QAFP™, CHS®, CDFA®, CFDS, RIS

Financial Advisor
250.863.2952

Michelle focuses on working with clients to build financial confidence and resilience to assist them to embrace and navigate life's financial opportunities and challenges using insurance and investments.  

As a Qualified Associate Financial Planner (QAFP™), Certified Health Insurance Specialist® (CHS®), Certified Divorce Financial Analyst® (CDFA®), Chartered Financial Divorce Specialist (CFDS), and Responsible Investment Specialist (RIS), Michelle incorporates her expertise from professional experiences as a post-secondary education executive and advisor in the technology and financial sectors on Bay Street.  Internationally, Michelle is recognized in the top 1% of financial advisors through her membership in the Million Dollar Round Table.  Michelle holds a Master of Arts (MA) degree in Economics from the University of Victoria.  Her master's degree research focused on insurance regulation in Canada.  

Michelle was born on Cape Breton Island in Nova Scotia and grew up on Prince Edward Island before making her way to British Columbia when her father was transferred to CFB Comox.  Michelle lives in Kelowna, BC, and is passionate about swimming and building community. When not working, she can be found learning and enjoying time with her family.

Education

Bachelor of Arts (BA)
University of Victoria
 
Master of Arts (MA)
University of Victoria
 
 

Designations

Qualified Associate Financial Planner™ (QAFP™)
FP Canada
 
Certified Health Insurance Specialist® (CHS®)
The Institute for Advanced Financial Education
 
Certified Divorce Financial Analyst® (CDFA®) 
Institute for Divorce Financial Analysts
 
Chartered Financial Divorce Specialist (CFDS)
Academy of Financial Divorce Specialists
 
Responsible Investment Specialist (RIS) 
Responsible Investment Association