Kelly manages your portfolio and complex financial planning needs, including tax planning, estate planning, trusts and insurance. He draws on over 25 years of wealth management experience to provide discretionary money management and financial solutions for professionals, successful business owners and high-net-worth individuals and their families.
His process relies on a disciplined approach for managing portfolios. With careful oversight of all investment decisions and continuous monitoring of portfolios, Kelly ensures clients’ asset allocation and day-to-day investment decisions reflect their long-term goals.
Kelly is respected by his peers for his collaborative approach to developing and implementing the best possible wealth management plans for clients. He plays an integral role within his team of specialists, which includes banking professionals, legal and tax professionals, insurance and financial planning specialists. By using this approach, Kelly ensures clients receive a complete and comprehensive wealth management experience.
Kelly and his wife, Sandra, along with their children Kristen and Cameron, enjoy activities such as skiing at Caledon Ski Club in the winter, cycling and golfing in the summer.
