Kelly has been a proud member of the Blue Whale team since 2006. Her role has evolved and changed over the years and we are pleased to mention that she is now working with Clients as an advisor. In Addition, she helps coordinate our Client appreciation events, charitable fundraisers and volunteering activities.
Her strong upbringing and devotion to family help her better understand family dynamics and work seamlessly with different age groups. Kelly genuinely cares about Clients and their families and highly encourages them to take an active role in their finances. She is very proud of her work and the legacy we are building at Blue Whale Financial Solutions Inc.
Kelly is a licensed life insurance and accident & sickness insurance agent as well as a mutual funds representative and has taken the Investment Funds Institute of Canada course. She also has a marketing diploma from the Saskatchewan Institute of Applied Sciences and Technologies.
As a sports enthusiast, Kelly has spent many years playing and coaching fastball, basketball and volleyball. She volunteers and works on the boards for several different charitable organizations in the community. Golfing has become her newest passion and she tries to get on the course as much as she can.