With over 22 years as an Investment Advisor, Kelly brings a wide range of knowledge and expertise to her team. Upon completing a Bachelor of Commerce degree, she launched immediately into a career as an investment advisor with CM Oliver and then with Canaccord Genuity for 21 years, where she provided investment strategies and solutions for clients and their families. She recently joined PI Financial Corp., where she continues to provide her clients with comprehensive strategies to achieve their financial and personal goals. Her broad knowledge, commitment and positive approach sets the groundwork for lasting client relationships and true understanding of their needs.
Current role