Daniel Kelly

Daniel Kelly, MBA, CIM, FCSI

Vice-President & Portfolio Manager

519-675-2528 | Email me
519-675-2020 | LinkedIn
1-800-265-5911 , ext. 2528

Dan brings more than 28 years of industry experience to his role as Portfolio Manager and Vice-President. A self-described “numbers guy,” Dan began his career in 1989 by creating financial models and forecasts. That experience influences how Dan helps his clients with wealth management and how he manages their investment portfolios.

Dan earned his MBA in Finance and Marketing at the Rotman School of Management at the University of Toronto and completed Bachelor degrees in Economics (Western) and Commerce (McMaster). Dan maintains numerous industry designations, including Canadian Investment Manager (CIM), Professional Financial Planner (PFP), and Fellow of the Canadian Securities Institute (FCSI).

Dan lives in London with his wife Leslie, three teenage children, and an assortment of pets. In his downtime, you can find Dan with his family, playing hockey or walking his dogs.

Gary Gorham

Vice-President, Associate Investment Advisor

519-661-2510 | Email me

Gary graduated from UWO in 1980, and commenced in the investment industry immediately, starting in September of that year. He serves individual investors, as well as the needs of several local institutional accounts, often managing all of an entire Family's assets. More than portfolio management, a big part of what we do is Will & Estate Planning. Gary is ably assisted by Associate Wealth Advisor Lauralee Bushan-Jazey, herself a 28+ year veteran of RBC Investments, as well as Jessi da Silva-Couto who is a capable Associate on the team. Both are complimented frequently on their level of service & attention to detail.We are complimented by our Wealth Management Partners from Royal Bank and RBC Dominion Securities who work from SW Ontario. Our team takes a keen interest in the lives and well-being of all our client Families, and our fiduciary duty to ensure they are more than adequately financed throughout their lifetimes. 

 

Gary, his wife Lisa, and their 2 children Jonathan & Sarah, reside in London and are active both in their community and their church. Gary is a big soccer enthusiast, sponsoring clubs and University teams locally, after having played for 22 years. He is still coaching after 20 years. A former amateur musician, he resorts to collecting instruments now, until time permits a more hands-on approach once again.

Chris Alexander

Chris Alexander

Associate Investment Advisor

519-675-2667 | Email me
519-675-2020
1-800-265-5911 , ext. 2667

Chris helps to execute all aspects of the comprehensive wealth management strategy that the team delivers to clients. In particular, he works closely with Dan on research, trading and design of investment portfolios, steers financial plans and projections and handles client communication and care. 
 

After completing his Honours Bachelor of Commerce degree at Lakehead University in 2003, Chris started his career in the financial services industry working in branch banking. In 2008, Chris joined RBC Dominion Securities as an Associate Advisor on Dan’s team. Chris has completed a number of industry licences and examinations, including his Canadian Securities Course, Wealth Management Essentials, Life Insurance exam and Options licensing.
 

Originally from Thunder Bay, Ontario, Chris lives in London with his wife Caitlin and two sons, Cole and Jonathan. He loves to play hockey in his spare time.

Lauralee Bushan-Jazey, CIM, FCSI

Associate Wealth & Investment Advisor

519-661-2557 | Email me

Lauralee joined RBC Dominion Securities in 2000, after a successful career with Royal Bank where roles included account manager and Investment & Retirement Planner. In the Kelly-Gorham Private Wealth practice, Lauralee participates in the financial planning and investment management aspects of the business. She maintains the Chartered Investment Management designation, CIM, has her securities and insurance licenses, and was recently granted the title of Wealth Associate Advisor & Investment Advisor. Lauralee also holds the highly respected designation of the Fellow of the Canadian Securities Institute (FCSI).  She was the recipient of a Gold Award of Excellence in 2018.

  

Lauralee lives in London with her husband Dave and their two children. She enjoys community involvement, travel and is an avid foodie. 

Jessi da Silva-Couto

Jessi Da Silva-Couto

Associate

519-675-2664 | Email me
519-675-2020

Jessi started at RBC Dominion Securities in 2015 as a part-time student, moving to full time after graduating from Western University in 2016. Since joining the industry, Jessi has completed the Canadian Securities Course, the Conduct and Practices Handbook, and was a 2019 Silver Award of Excellence recipient.

Jessi has been supporting both the Daniel Kelly Wealth Management team and the Gorham Wealth Management group since September 2017.

Jessi lives in London with her partner Brandon and their cat, Lewy. When not at work she enjoys playing soccer and reading.