I founded the Kelly Smith Group because I recognized the need that a lot of professionals, executives and business owners shared with me: financial planning services from someone who can relate to your needs, provide expert advice and top-tier service levels.
Prior to starting Kelly Smith Group, I spent my career in corporate strategy and sales. This has enabled me to bring financial planning advice based on my deep commercial experience in strategy, financial planning and risk modelling to business owners. I’ve also walked a mile or two in executive shoes at the Director and Vice President level that allowed me to understand the expectations and level of service required to meet executive needs.
At Kelly Smith Group we believe in addressing the financial planning first, so that we can gain a thorough understanding your goals and concerns while at the same time, create a lifelong plan that provides flexibility along the way. Once the financial planning is established, we integrate tax, investment, risk management, retirement and estate planning to build a successful outlook for you and your future generations. We are happy to work with your accountants, lawyers and investment professionals and where required, we can recommend top notch professionals if you require additional support.
As a family we enjoy sports for every season…our son Callum especially enjoys Alpine Ski racing while our daughter Mackenna enjoys spending time outdoors with her favorite four-legged friends, horses. My wife Kim and I can be found cycling, running or enjoying a coffee in the backyard. Kelly can also be found behind the wheel of a race car when time permits. As a family we also host an annual charity event in support of the Canadian Mental Health Association.