CHRISTY KELLY
CPA, CA, CFP, RRC, MFA-P
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
About —
Creating wealth. Protecting income. Preserving estates. Legacy focused.
*Are you maximizing tax saving strategies to meet all your wealth transfer and charitable legacy wishes?
*Will your retirement savings last?
*Is your income protected from illness or disability?
*Do you have guaranteed income that you can never outlive?
*Is the value of your estate protected?
*With 20+ years of experience, I am proficient in creating charitable tax planning strategies that inspire donors to maximize bequests while reducing taxes and enable them to leave greater inheritances for beneficiaries.
I specialize in sophisticated wealth management, including holistic retirement and tax planning, pensions analysis, risk management, and legacy strategies, for private clients, corporations, professionals, and business owners.
Team —
A real financial plan
general inquiries —
Unit 1 - 594 Goderich St, P.O. Box 2129
Port Elgin, ON N0H 2C0
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Let’s talk —
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