Backed by nearly two decades of expertise in the financial services industry, Kelsey is committed to helping clients achieve their financial goals with confidence. Known for her entrepreneurial mindset, results-driven approach, and unwavering dedication to superior client service, she has built a reputation for delivering customized solutions and fostering long-term, meaningful relationships with clients based on trust.
Having held senior leadership positions with some of Canada’s largest investment professionals, in her current role, Kelsey is uniquely equipped to provide personalized advice that blends strategic insight with plain language, ensuring every client feels informed and confident. Whether guiding families, entrepreneurs, or retirees, she delivers the clarity and expertise needed to achieve lasting financial security and peace of mind.
Kelsey’s career has been defined by her ability to connect with high-net-worth investors, ultra-high-net-worth families, and investment professionals across Western Canada. With a deep understanding of the complexities of wealth management, financial planning, and tax-efficient strategies, she empowers clients to successfully navigate their wealth-building and retirement journeys.
Raised on the Sunshine Coast of British Columbia, Kelsey has always embraced an active lifestyle. From a young age, she competed in sports at a high level and remained engaged in her community through athletics and local charitable initiatives. Today, she lives on the North Shore and leads a dynamic lifestyle that blends her love of fitness, food, fashion, and finance.
