It's not just your money. It's your life.

Welcome to my website

Melanie focuses on guiding investors from their careers through their retirement years. She believes clients deserve personalized planning, ongoing support and prudent strategies, so she dedicates significant time and resources to understanding clients as individuals and investors. Melanie works not just to help clients achieve long term goals- but also maintain liquidity to support their current lifestyles. Additionally, she begins each relationship with a cash-flow analysis designed to align clients' liabilities and spending habits with their long term objectives. From her perspective, this multi-faceted approach helps clients feel prepared and protected for changes in their lives or the markets.

Honored to be a nationally award winning advisor 

I am very proud to be recognized as one of Forbes Top Women Wealth Advisor Best in State and a Forbes Best in State Wealth Advisor in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Social Media

View my social profiles on

Want to help raise money-savvy adults? Contact me for financial literacy resources for youth, teens and young adults.

BlackRock study finds companies with more women in workforce outperform rivals

Companies with a more equal sex-split, a greater number of women in management, and higher standard maternity policies, outperform rivals which lag in these areas, a study by BlackRock has found.

Read More

Did you know this about money management? Women are gaining more wealth than ever before. At RBC Wealth Management, we’re here to support you. Contact me to learn more.

Before the end of the year, learn how to make an even greater impact by incorporating your charitable giving into your strategic wealth plan. Contact me today to discuss.

When less is more: Five premium off-the-grid vacations

If you've spent too many hours peering at screens in recent months, log off, unplug and recharge with tech-free retreats. Explore five premium off-the-grid vacations:

Read More

Worried about AI gobbling up your job? Start doing these 3 things now

We may be heading towards a future where we use AI for our daily work, so staying ahead of the latest trends and technologies can help you stay relevant and sought after.

Read More

Melanie & Mrunal

Learn more about us

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Latest Insights

Frédérique Carrier and Kent McClanahan

Audio commentary – Worlds Apart: The chip industry's reshoring revolution

Nov 29, 2023 | Frédérique Carrier and Kent McClanahan, CFA

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

Read more

Bulletin Board