About

The Kelly Smith Group provides insurance and financial planning services to professionals, executives and business owners.

Kelly Smith Insurance and Financial Planning

The company was founded by Kelly Smith who, after an executive career, decided to do what a lot of his clients have done and run his own business.

As a senior executive at Loyalty One, the company behind Air Miles, and as vice president of CAA, Kelly has deep experience in strategy, financial planning, insurance, risk modelling and customer service.

To ensure he provides clients with quality advice, Kelly maintains extensive insurance and financial planning qualifications including the following designations and licences: CFP, R.I.B. (Ont.), LLQP, CPA, CGA.

Kelly maintains his commitment to performance in his leisure time too, competing as an Ironman triathlete, sprinting his car around one of the Ontario race tracks and competitively skiing in the masters series. His greatest joy is spending time and travelling with his wife and two children.

Request Expert Advice