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Contact Us

Kelly Haefling
Beverly Dack

Toll Free: 1-800-603-1772
Tel: 519-376-6778
Fax: 519-371-2656

Address

887 3rd Avenue East, Suite 101
Owen Sound, ON
N4K 2K6
Map

My Philosophy

I am committed to your financial success knowing the importance of understanding your goals, maintaining your trust and building a long and prosperous relationship to help you reach your dreams.


The Importance of a Valued Partnership

I believe in putting my clients' interests first. Each individual has unique circumstances that need to be considered for their personal or business situation. Whether your priorities are saving for retirement, preservation and growth of capital, estate planning, leaving a legacy, minimizing taxes or saving funds for a major purchase or child’s education, together we can help build a solid framework to address your priorities. As an Investment Advisor with BMO Nesbitt Burns I draw upon the firm’s industry leading research* along with customized solutions to meet the specific needs of my clients.
 

A Word of Thanks:

We would like to thank all clients who have referred friends and colleagues to us recently. Our business practice continues to grow primarily through these referrals, and your trust in the way we work together is truly appreciated.




 

1The comments included in this publication are not intended to ba a definitive analysis of tax applicability or trust and estates law. Th comments contained herein are general in nature and professional advice regarding an individual's particular tax position should be obtained in respect of any person's specific circumstances.