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Tara Kelly
Rose Hawrychuk

Toll Free: 800-289-7798
Tel: 905-337-2126

132 Trafalgar Road
Oakville, ON
L6J 3G5

Professional Experience

With 15 years of investment industry experience, Tara holds the Financial Management Advisor designation as well as being a Professional Financial Planner.   She also graduated from McMaster University with a Bachelor Degree in Social Science. 

Tara helps individuals, families, and business owners design and implement tailored investment portfolio strategies while ensuring these strategies are aligned and consistent with their retirement and estate plan. In addition, Tara works closely with her clients' accountants and lawyers to ensure that their team of advisors are working collectively as a group for the benefit of the client.