Associate Wealth Advisor, Financial Planner
Kelly joined BMO Financial Group in 2000 as a Financial Planner, Investment & Retirement Planning, specializing in Investment & Retirement Planning. With thirty two years of professional experience in the financial industry, Kelly’s focus is on meeting client needs and priorities through comprehensive and effective financial strategies.
Kelly holds the designations of CERTIFIED FINANCIAL PLANNER® and the Certified Professional Consultant on Aging (CPCA)® Designation and is an alumni of Red Deer College.
Kelly & her husband Jeff returned to Red Deer in 2008 and are active members of the community through various charitable events. They have three adult children and enjoy golfing, biking and skiing.
Marleen has been with BMO Financial Group for 32 years working in a variety of positions including as a Financial Services Manager at the BMO Bank of Montreal.
Marleen recently joined our team at BMO Nesbitt Burns, and will handle all of the administrative needs of our clients.
She is an active member of the community, volunteering with the annual Festival of Trees in Red Deer.
Marleen and husband Jim, have two adult children. She loves traveling, baking, and spending time with family and friends.