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Tara Kelly
Rose Hawrychuk

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

Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
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Client Testimonials

Tara has advised my family and me on our investment portfolio for over 15 years. She was there for us when we needed her the most, during a time of tragedy, and her advice was ALWAYS what was best for us. I have recommended Tara to people that are near and dear to me and she hasn’t disappointed. Recently, a friend who has invested with Tara at my recommendation needed help above and beyond the usual investment counselling. Tara called together her contacts and associates and provided the help my friend needed to move beyond her situation. I will continue to invest and be advised by Tara on many matters and always recommend her to others. - Anna M - May 2018

 

Tara has looked after our financial investments and retirement planning for 14 years. We would not be in the position we are in now, if it had not been for Tara. We really really appreciate that. She throughly enjoys her work, its like a puzzle for her, we totally trust her. She likes making people happy and making life better for them. That is truly a gift. She always has your interest in mind. We would highly recommend her. We are enjoying our retirement due to Tara's planning.
Thank you Tara. - Geri & Graham - April 2018


My wife and I have known Tara for years and recently have had the pleasure of becoming her clients at BMO Nesbitt Burns. She is smart, good at what she does, approachable, understandable and my only wish is that I’d turned to her for professional help years ago. We are very satisfied. ~ Dr. S & Dr. F - December 2013
 

 
Tara’s approach to investing and retirement planning advice is a holistic one.  She considers all facets of the individual, i.e. future monetary needs, company pensions, do you want to travel each year, etc.  She does not take a cookie cutter approach with her clients; she sees each one as unique and individual.   Her open, honest and straight forward approach with her clients is appreciated and welcomed.  As a client, you feel valued in each and every interaction with Tara.  You feel that she has your best interest at heart.  Tara believes that a smart approach to investing is to start when you are young and use time to accrue your wealth.  ~ Valerie K. - February 2012
 

 
We would be pleased to recommend you to anyone.  If not for you and your investment knowledge, we are sure we would have had to delay our retirement.  You not only increased our portfolio considerably, you did it by maintaining our conservative comfort zone.   We hope to remain as your clients for many years.  ~ Norma & Bruce L. - February 2012
 

 
We have entrusted Tara with our investments for many years at BMO and Nesbitt Burns. Tara's knowledge and expertise provide us the confidence that our investments are in good hands. We particularly appreciate Tara's quick response to our financial concerns, and value her advice and judgement.  ~ Dennis & Valerie H. - February 2012
 
 

Tara is the ultimate professional and is incredibly knowledgeable about the markets and investing tools available.  She really took the time to understand and assess our personal financial goals and objectives.  Tara continues to help us implement a financial strategy that will help us reach our dream of financial independence.  I would recommend Tara to anyone looking for service and a strategy that is personally tailored to your goals and aspirations.  ~ Jason & Carol B.  - March 2012
 

 
Since I began work with Tara I have seen a significant increase in growth with my investment portfolio.   After years of flat and even negative impact from other brokers it’s such a relief to be working with someone who can make my investments increase! ~Kate P. - December 2013
 

I have been dealing with Tara for over 2 years.  I am very impressed with her professionalism and her wealth of knowledge. ~ Judy B. - December 2013
 

Since are association with Tara our investment portfolio has had greater percent growth than with our previous financial advisor. ~ Kenneth M. - December 2013
 

Knowing my investment style and preferences, Tara guides me in making the right decisions for my medium term retirement planning.  I appreciate that she does not try to influence me in making decisions that I am not comfortable with.  I look forward to working with Tara for a very long time. –E. G.  -July 2014

 

  Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.