To understand your financial values, goals, and concerns. To create a data driven, actionable plan that accomplishes your goals and addresses your concerns. To provide excellent service as a trusted financial expert.
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.
I started my professional career as part of TD’s exclusive graduate program geared towards developing top talent into the future leaders of the bank.
I left the bank to pursue my passion in financial planning. It is a passion I developed in university and one that since then I knew I wanted to pursue someday.
I joined Kelly Smith Group for the opportunity to further develop my knowledge and learning in financial planning. I believe that true financial planning is the comprehensive advice which brings a tremendous amount of value to the client. I knew that if I was going to provide the best advice for clients, Kelly’s knowledge and experience were what I wanted to emulate, and this is where I could accomplish that.
A member of the Varsity Lacrosse team at Western, I still play in the winter and have coached several of the last few years. Lately in the summers, my competitive focus has shifted from playing lacrosse to golfing and I can be found most weekends on the course trying to improve my game.
Ryan has his LLQP and working towards his QAFP (Qualified Associate Financial Planner).
Small Businesses! Applications for Canada Emergency Commercial Rent Assistance starts May 25thMay 24, 2020 - 1:43 pm
Expanded eligibility for CEBA $40,000 interest-free loanMay 19, 2020 - 1:44 pm
Apply starting Friday for Canada Emergency Student Benefit! Help on the way for seniors.May 13, 2020 - 1:51 pm