As an Associate Investment Advisor, Kelly works directly with our clients when processing transactions, booking investment reviews and assisting our advisory team when implementing investment, tax and cash flow planning strategies.
Kelly began her career in the financial services industry with a leading investment management firm in 2016 after achieving her Bachelor of Arts in political science at The University of Winnipeg. Kelly completed her Canadian Securities Course and Conduct and Practices handbook in 2018 to become a licensed investment representative(IR) and in 2020 completed Wealth Management Essentials through the Canadian Securities Institute.
Born in Switzerland and raised in the Netherlands, Kelly is fluent in Dutch, German and English. Outside of the office Kelly likes to travel, usually to visit family in Europe, or to catch some sun at her in-laws condo in Florida. When Kelly isn’t travelling you can usually find her at the gym or on an ice rink practicing her figure skating. She also likes to attend concerts and sporting events or spending time with friends and her Winnipeg family.