CHRISTY KELLY

CHRISTY KELLY

CPA, CA, CFP, RRCCFP Certified

CERTIFIED FINANCIAL PLANNER®

Investors Group Financial Services Inc.

Investors Group

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About —

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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, foundations, entertainers, athletes, corporations, executives, social entrepreneurs, professionals, and business owners.

Team —

Create a financial plan for life's 'what ifs?'

Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.

general inquiries —

Unit 1 - 594 Goderich St, P.O. Box 2129
Port Elgin, ON N0H 2C0

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IG Wealth Management

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