Audrey Veltri CFP®, RRC, BACC


Audrey is a CERTIFIED FINANCIAL PLANNER® professional who holds a Bachelor's degree in Business with a Major in Accounting; the Registered Retirement Consultant designation; and is currently working towards her Trust and Estate Planning Designation. Audrey practices empowered and inclusive finance, focusing on empowering women and gender diverse communities to navigate relationship and life transitions, and providing guidance to caregivers supporting dependents or aging parents living with a disability or medical challenge. She fosters this passion through advocacy, education, and allyship, working alongside multiple service-sector and not-for-profit organizations with the purpose of educating and increasing access to financial programs and supports designed to advance equity and inclusion. In recognition for her dedication to education she was the recipient of The City of Calgary Learns "Facilitator and Educator of the Year" Award in 2002. As an IG Consultant, she was awarded the Pillar award in 2017-2020, which recognizes and rewards Consultants in their first four years for exceptional productivity and growth and a consistent approach to building their business. For her commitment to advocacy and inclusion towards Calgarians living with a disability, she was graciously awarded the "Everyone Belongs" award from DDRC in 2019.

In her spare time, she can be found dancing, doing yoga, reading, hiking with her dog Coca-Cola and serving as an underpaid Uber driver for her two amazing teenaged children.