Kelly joined Investment Planning Counsel in 2002 and currently lives in Annapolis Valley, NS. She quickly developed a passion for working with people to help them achieve their financial goals.
Kelly enjoys connecting with her clients on an individual basis, to help guide them through their unique life’s journey. Kelly graduated from Acadia University with a BA in Sociology but was pulled into the financial industry once she acquired credit & collections experience, while working in Toronto in her early twenties. She has obtained her Mutual Fund License, Insurance License, completed her Canadian Securities Course, earned her PFP designation and she is continuing to expand her wealth of knowledge. Read More
As a financial advisor, Kelly understands change is inevitable and she will be there as a partner with her clients to help in their financial journeys. Whether it is an unexpected transition or an amazing new adventure, she will be by their side to help with the many financial decisions that get made along the way.