Ksenia Chevtchenko, CIM^®

Ksenia Chevtchenko is a trusted Account Manager and Branch Manager at Pembroke Private Wealth Management, where she provides thoughtful, personalized service to multi-generational families and individual clients. Fluent in English, French and Russian, she brings over 15 years of investment industry experience, shaped by deep expertise in portfolio operations, compliance and client relationship management.

With a calm and consultative approach, Ksenia helps clients navigate complex financial landscapes, from estate planning to tax coordination, with clarity and confidence. She collaborates closely with financial planners and internal teams to deliver integrated solutions that support long-term family wealth goals.

Known for her attentiveness, analytical thinking and anticipation of client needs, Ksenia fosters relationships built on trust, transparency and continuity across generations. Her background includes portfolio implementation, compliance oversight and estate planning coordination.

Highlights

• Over 15 years of experience in financial services and wealth management
• Fluent in English, French and Russian
• Broad expertise in portfolio administration, compliance, estate planning and tax coordination
• Experienced in navigating complex family dynamics and multi-generational wealth needs

Previous Experience

• Associate Investment Advisor, Richardson GMP
• Assistant Investment Advisor, CIBC Wood Gundy

Education and Professional Designations

• Chartered Investment Manager (CIM^®), Canadian Securities Institute
• Branch Manager Course, Canadian Securities Institute
• Canadian Securities Course (CSC), Canadian Securities Institute
• Conduct and Practices Handbook Course, Canadian Securities Institute
• Derivatives Fundamentals and Options Licensing, Canadian Securities Institute
• Options Supervisors Course, Canadian Securities Institute
• Chief Compliance Officers Qualifying Examination, Canadian Securities Institute
• Wealth Management Essentials (WME), Canadian Securities Institute
• Portfolio Management Techniques, Canadian Securities Institute
• Advanced Investment Strategies, Canadian Securities Institute
• Certificate of Achievement — Personal Finance, Canadian Securities Institute
• Bachelor of Commerce, Major in Marketing and Finance, Concordia University, John Molson School of Business

Leadership and Community

• Member, Women Presidents Organization (WPO), a global community of dynamic women leaders committed to entrepreneurial success and peer mentorship