Kelly began her financial career in the remote, frigid and fiercely proud Northern Ontario community of Red Lake, a 22-hour drive from Toronto. When it was time to defrost, Kelly came back to her roots in the GTA and joined forces with Monarch Financial.
"I help families, professionals and business owners strike a balance between planning for the future and living their current life to the fullest”, says Kelly. She is uniquely qualified as a CERTIFIED FINANCIAL PLANNER®.
Kelly understands how to integrate company-sponsored plans into personal financial planning. She has helped hundreds of individual investors make the most of their group plans as part of their broader, long-term financial planning needs.
Kelly enjoys fitness and live music: you’ll often find her at the local gym and at concerts. She is also an animal welfare advocate and the adoring owner of two big, slobbery, loveable dogs.