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Kelly Haefling
Beverly Dack

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


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

About Kelly

Kelly Haelfing
Investment Adivsor

My experience in Financial Services began in 1980 with BMO Financial Group. Over the past several years I have had the opportunity to advance into progressively senior roles within our Organization. As a Wealth Advisor with BMO Nesbitt Burns I have my CERTIFIED FINANCIAL PLANNER® designation. This combination of past experience in the investment industry and my continuing education helps me to work closely with my clients to understand the challenges they face and position them for opportunities, recommend available solutions and work together on strategies specific to their needs.

I am married and together with my husband Pat we have 3 children, a daughter-in-law and grandson. Our family is fortunate to live and work in beautiful Owen Sound and enjoy the beauty of Grey and Bruce Counties. Outside of my passion for working with clients I enjoy my involvement as a Member of Kiwanis, Investment Committee member for the Owen Sound Regional Hospital Foundation, Owen Sound Attack billet and participating in various activities in the Community that my children and family are actively involved in.
Service Excellence

I believe when people have a sound plan guided by an experienced qualified advisor they are able to achieve peace of mind and realize the goals they have for themselves, their family or business. Consider the advantages of working with me as an Investment Professional who is committed to your success.