Meet the team

Kelly Smith, CFA, CPA, CGA

Founder and Principal Advisor

As a seasoned Wealth Management and Financial Planning Specialist, I bring a wealth of expertise and a passion for helping individuals, families, and business owners achieve their financial goals. With over 15 years of experience in the industry, I have developed a comprehensive approach to wealth management that is tailored to the unique needs and aspirations of each client.

My approach is rooted in the belief that financial security is a cornerstone of overall well-being. Whether it’s helping clients grow and preserve wealth, prepare for retirement, navigate complex financial decisions, or create a lasting legacy, I am committed to providing strategic guidance that empowers clients to move forward with confidence.

I believe in the power of collaboration and strive to build strong, lasting relationships based on trust, integrity, and transparency. By taking the time to understand each client’s objectives, I am able to deliver personalized recommendations that align with both their short-term priorities and long-term aspirations.

Ultimately, my goal is to serve as a trusted partner throughout every stage of my clients’ financial journeys, providing guidance, support, and peace of mind along the way. Let’s work together to build, preserve, and protect your wealth while creating a strong foundation for your financial future.

Shawn Tomby, LLQP

Senior Insurance Advisor

With a strong foundation built over a decade as an account manager in the banking sector, I developed a deep understanding of the financial needs of individuals, families, and business owners. Approximately five years ago, I expanded my focus into the insurance industry, where I gained valuable experience helping clients protect what matters most through personalized risk management and insurance solutions.

Today, I take a comprehensive approach to helping clients navigate important financial decisions with confidence. By combining my background in banking and insurance, I work closely with clients to develop strategies that support their long-term goals, protect their assets, and create greater financial security for the future.

Callum Smith

Business Development Representative

As a Business Development Representative at Kelly Smith Group Wealth Management, I am passionate about building meaningful relationships and helping individuals, families, and business owners connect with solutions that support their financial goals. I believe that trust, communication, and personalized service are at the foundation of every successful client relationship.

Currently pursuing a Bachelor of Commerce at Smith School of Business at Queen’s University, I have developed a strong interest in wealth management through my passion for finance and the opportunity to work closely with clients as they navigate important financial decisions.

In addition to my role at Kelly Smith Group, I serve as Sponsorship Director for Queen’s Personal Finance. Outside of work and academics, I enjoy staying active and spending time on the ski hill — having competed in alpine ski racing for many years, I developed a strong appreciation for discipline, hard work, and continuous improvement.