Kelly began her financial career in the remote, frigid and fiercely proud Northern Ontario community of Red Lake, a 22-hour drive from Toronto. When it was time to defrost, Kelly came back to her roots in the GTA and joined forces with Monarch.
“I help families, professionals and business owners strike a balance between planning for the future and living their current life to the fullest”, says Kelly. She is uniquely qualified as both a CERTIFIED FINANCIAL PLANNER® as well as a group savings plan specialist.
Kelly understands how to integrate into personal financial planning. She has helped hundreds of individual investors as part of their broader, long-term financial planning needs.
Kelly enjoys fitness and live music: you’ll often find her at the local gym and at concerts. She is also an animal welfare advocate and the adoring owner of two big, slobbery, loveable dogs.