With RBC Dominion Securities since 1994, Kelly has developed an in-depth understanding of his clients’ needs – to build and protect wealth and position themselves to enjoy a secure retirement. He specializes in portfolio management, financial planning, cash flow forecasting, and legacy planning, passing on wealth to the next generation.
Kelly enjoys working closely with clients and their families to help them realize their financial goals. They appreciate his empathetic approach, expert financial guidance, and commitment to client service.
He graduated from the University of Lethbridge with a Bachelor of Commerce, majoring in Finance and Marketing. Kelly has earned his Certified Investment Manager (CIM) designation and is also a licensed life insurance agent.
In his free time, Kelly enjoys spending time with his family, travelling, and playing golf, hockey, and skiing. For more than 10 years, he has volunteered in his community, coached hockey, soccer, and lacrosse, and is always willing to give back.
