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Nastassja Celej, Cpa profile image

Nastassja Celej, Cpa

Investment Advisor at RBC Dominion Securities
Intro Book
Nastassja Celej, a seasoned Investment Advisor with 1 year 10 months of experience, holds a Graduate Diploma in Professional Accounting from University of Toronto - Rotman School of Management and a degree in Honors Business Administration from Ivey Business School at Western University.
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Location
Toronto, Ontario, Canada, CA
Languages
  • French Professional working proficiency
  • English Native or bilingual proficiency
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Bio

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Nastassja Celej is a seasoned wealth management professional with expertise in investment management, risk management, tax, estate, business, and financial planning. As a seasoned Investment Advisor at RBC Dominion Securities, Nastassja has been instrumental in helping clients achieve their financial goals through personalized advice and exceptional client service. Nastassja's educational background includes a Graduate Diploma in Professional Accounting from the University of Toronto - Rotman School of Management and an Honors Business Administration degree from Ivey Business School at Western University. She is fluent in both English and French, with a strong passion for building trust-based relationships with her clients. Nastassja has also co-founded Raise The Barre, a fitness community that aims to improve physical and mental health.

Credentials

  • Certificate in Advanced Financial Advice (CAFA)
    Canadian Securities Institute
    Jan, 2023
    - Apr, 2026
  • Financial Planning Supplement (FPSU)
    Canadian Securities Institute
    Jan, 2023
    - Apr, 2026
  • Life Insurance and A&S Insurance Agent
    Financial Services Regulatory Authority of Ontario (FSRA)
    Jan, 2023
    - Apr, 2026
  • CPA
    Chartered Professional Accountants of Canada (CPA Canada)
    Aug, 2022
    - Apr, 2026
  • Wealth Management Essentials
    Canadian Securities Institute
    Jul, 2022
    - Apr, 2026
  • Conduct and Practices Handbook
    Canadian Securities Institute
    May, 2022
    - Apr, 2026
  • Canadian Securities Course
    Canadian Securities Institute
    Apr, 2022
    - Apr, 2026

Experience

  • RBC Dominion Securities
    • Toronto, Ontario, Canada
    • Investment Advisor
      • Sep 2022 - Present
      • Toronto, Ontario, Canada

      As a wealth management professional, Nastassja helps her clients reach their financial goals by providing personalized advice in relation to investment management, risk management, tax, estate, business and financial planning. Nastassja is passionate about building trust-based relationships by putting her client's needs first and always delivering exceptional client service.If you would like to learn more: ✉ [email protected]☏ 416-842-1092

  • Raise The Barre
    • Toronto, Ontario, Canada
    • Co-Founder
      • Aug 2020 - Present
      • Toronto, Ontario, Canada

      Founded during the pandemic, Raise The Barre was created to help motivate individuals to improve their physical and mental health. My co-founder Sarah Coveney and I strive to form a community of like-minded individuals who are always looking to grow and challenge themselves. Raise The Barre now has 4 instructors who teach fitness classes in the form of Barre, Pilates, HIIT, Strength, and Yoga.

  • EY
    • Toronto, Ontario, Canada
    • Senior Accountant
      • Sep 2019 - Aug 2022
      • Toronto, Ontario, Canada

Education

  • Ivey Business School at Western University
    Honors Business Administration
  • University of Toronto - Rotman School of Management
    Graduate Diploma in Professional Accounting
  • The Bishop Strachan School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Management”

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