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Financial Planning M

Financial Planning

Families & Employees

Business Owners

Incorporated Professionals

Kelly Smith Group

Kelly Smith, CFP, CPA., CGA., LLQP, RIBO
Founder and Principal Advisor
(416) 402-1143
kelly.smith@kellysmithgroup.ca

Ryan McCrory
Financial Advisor
(519) 933-6564
ryan.mccrory@kellysmithgroup.ca

Our Office

11 Tannery Creek Crescent
Aurora, ON
L4G 5N4

Latest News

  • What’s new for the 2021 tax-filing season?April 2, 2021 - 6:00 am
  • Insurance Planning for Business OwnersMarch 2, 2021 - 4:51 pm
  • Extended COVID-19 Federal Emergency BenefitsFebruary 22, 2021 - 2:09 pm

About

We understand your financial values, goals, and concerns and create a data driven, actionable plan that accomplishes your goals and addresses your concerns. We are financial professionals dedicated to helping you achieve financial goals and making life more enjoyable.

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