Meet Our Team

With more than 40 years of experience in the financial services industry, Kelly Haefling has built a distinguished career dedicated to helping individuals, families, and businesses achieve their financial goals. Over the years with BMO Financial Group, Kelly held a variety of leadership positions in retail banking, culminating in her role as Area Manager for 18 branches in the Region.  Since joining Nesbitt Burns in 2007 Kelly has leveraged her extensive experience and ongoing education to support clients. 

Today, Kelly works closely with clients to develop personalized wealth management strategies tailored to their unique circumstances, goals, and values. She believes that successful financial planning begins with understanding what matters most to each client and building long-term relationships founded on trust, communication, and exceptional service. 

Expertise and Professional Credentials 

As a Wealth Advisor with BMO Nesbitt Burns, Kelly provides comprehensive wealth management solutions designed to help clients grow, preserve, and transfer their wealth with confidence. 

Kelly is a CERTIFIED FINANCIAL PLANNER® professional and also serves as an Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. Her integrated approach allows her to address a broad range of financial needs, including retirement planning, investment management, estate planning, insurance solutions, and wealth preservation strategies. 

A Foundation Built on Service 

Kelly's first job at the Owen Sound Golf and Country Club taught her the importance of professionalism, attention to detail, and exceptional client service. Most importantly, she learned the value of anticipating clients' needs, a principle that continues to guide her approach to helping families navigate important financial decisions. 

That commitment to proactive service continues to guide her approach today. Kelly strives to help clients navigate complex financial decisions while providing thoughtful advice and personalized solutions at every stage of life. 

Guiding Philosophy 

Throughout her career, Kelly has been fortunate to learn from exceptional mentors. One piece of advice that has remained with her is: 

“Listening means taking the time to consider what someone is saying, and not just hearing their words.” 

This philosophy shapes every client's conversation and reflects Kelly's commitment to understanding both the financial and personal goals that drive important decisions. 

Community Leadership 

Kelly is deeply committed to giving back to the community she calls home. She serves as a Board Member of the Owen Sound Regional Hospital Foundation and is Chair of the Foundation's Investment Committee, helping support the long-term success of healthcare initiatives in the region. 

She is also actively involved with Kiwanis and proudly supports local sports through her longstanding connection with the Owen Sound Attack. As a billet family, Kelly and her husband Pat have welcomed Attack players into their home, creating lasting relationships and supporting young athletes as they pursue their goals. 

Life Beyond the Office 

When Kelly is not working with clients or volunteering in the community, Kelly enjoys travelling and spending quality time with her husband Pat, their three children and their partners, and their six grandsons. 

Kelly believes that strong relationships, sound advice, and thoughtful planning are the cornerstones of financial success, and she is proud to help clients build confidence in their financial future. 

Andrew Haefling began his career with BMO in 2014 as an Investment Specialist at BMO InvestorLine. He later advanced to the role of Financial Planner with BMO Financial Group. In 2018, Andrew joined BMO Nesbitt Burns, where he serves as an Investment Advisor. He holds the Certified Financial Planner and Chartered Investment Manager designations and graduated from Wilfrid Laurier University with an Honours degree in Economics and Financial Management. 

Today, Andrew works closely with individuals, families, business owners, and retirees to develop personalized wealth management strategies aligned with their unique circumstances, goals, and values. He believes that effective financial planning begins with understanding what matters most to each client and building long-term relationships founded on trust, clear communication, and dependable service. 

Expertise and Professional Credentials 

As an Investment Advisor with BMO Nesbitt Burns, Andrew provides integrated wealth management guidance designed to help clients build, preserve, and transition their wealth with confidence. 

Andrew is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Investment Manager. His planning-focused approach brings together investment management, retirement planning, tax-aware strategies, estate and legacy planning, and ongoing advice to help clients make informed financial decisions. 

A Foundation Built on Discipline 

Andrew’s first role at BMO InvestorLine provided valuable insight into investor behaviour and the emotional impact that market fluctuations can have on financial decisions. He observed that short-term reactions could lead investors to sell at inopportune times or make decisions without fully considering tax implications and long-term financial objectives. 

That experience continues to guide his approach today. Andrew helps clients remain focused on their financial plans, evaluate decisions within the context of their broader goals, and navigate periods of uncertainty with discipline and perspective. 

Guiding Philosophy 

One of the most influential lessons Andrew learned came from his hockey coaches: 

“If you are not putting in the effort to improve, someone else is.” 

This philosophy continues to shape Andrew’s professional and personal life, reinforcing the importance of preparation, discipline, continuous learning, and a commitment to helping clients achieve their goals. 

Community Leadership 

Andrew is active in the Grey-Bruce community. He is a member at Legacy Ridge Golf Club, a winter sponsor and participant in Owen Sound Men’s Hockey, and a participant and sponsor of the Meaford Hospital Foundation Harbour 5K Run.  In 2025, Andrew joined the Finance and Administration Committee for the Brightshores Foundation. 

Life Beyond the Office 

When Andrew is not working with clients or supporting community initiatives, he enjoys hiking with his wife Shannan, their two sons, and their dog Bailey, playing hockey, and golfing. 

Andrew believes that thoughtful planning, disciplined decision-making, and strong relationships are central to long-term financial success, and he is proud to help clients build confidence in their financial future.

With more than 38 years of experience in the investment industry, Beverly Dack has built a career founded on exceptional client service, operational excellence, and a commitment to helping clients navigate the complexities of wealth management. Throughout her career, she has developed extensive expertise in account administration, estate settlements, financial administration, and investment operations.  

Beverly began her career with BMO Nesbitt Burns in the Guelph office, serving as Branch Administrator for 11 years. During this time, she played a key role in supporting the growth and success of the branch while developing a deep understanding of the operational and administrative foundations that support clients’ financial goals.  

Today, Beverly is an integral member of the Haefling Wealth Advisory Group, overseeing many of the team’s daily operations and helping to ensure a seamless client experience. Her responsibilities include account administration, money movement, reporting, and operational oversight. Beverly is qualified to execute unsolicited market orders and provides knowledgeable support across a wide range of client needs.  

A Trusted Resource for Clients and Families  

Beverly works closely with clients and their families, assisting with account servicing, tax-related inquiries, estate administration, documentation requirements, and financial management matters. Her extensive industry experience and attention to detail help clients navigate important financial events with confidence and peace of mind.  

Known for her approachable nature and dedication to service, Beverly takes pride in building lasting relationships and ensuring every client interaction is handled with professionalism, care, and efficiency.  

Commitment to Service  

Over the course of her career, Beverly has learned that outstanding client service begins with listening carefully and understanding each client’s unique circumstances. Whether assisting with routine account matters or helping families through complex estate settlements, she strives to provide timely, thoughtful support and practical solutions.  

Her philosophy is simple: “Every client deserves to feel supported, understood, and confident that their needs are being looked after.”  

This commitment continues to guide her approach to client service today.  

Life Beyond the Office  

Outside of work, Beverly enjoys spending time outdoors, particularly hiking and exploring nature with her beloved Golden Retrievers, Cooper and Kelcey. She values the balance that time outdoors provides and enjoys sharing her love of nature with family and friends.  

Beverly believes that strong relationships, attention to detail, and exceptional service are at the heart of a positive client experience, and she is proud to help clients and their families navigate their financial journey with confidence.