Kelly Ip

Kelly Ip is an experienced financial professional with a diverse background in wealth management and client relations. Currently, as a Private Wealth Account Manager at Mackenzie Investments since June 2015, Kelly specializes in managing advisor inquiries related to financial accounts, including RESPs and RDSPs, while adeptly handling issue resolution. Previous roles at Raymond James Financial Inc. and Canaccord Financial involved mutual funds support and relationship management, respectively. Kelly's initial tenure at Mackenzie Investments included significant client interactions and sales efforts, and prior experience at Bank of Montreal focused on business development and promotion of investment services. Kelly holds a Bachelor of Arts in Business Administration from Trinity Western University.