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Brian Kelly, Financial Advisor

FINANCIAL ADVISOR
Brian J Kelly

CFP®, CEA®
462 Hazeldean Road, Unit 12, Kanata, ON K2L 1V3opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Employee stock options
  • Estate and legacy strategies
  • Wealth protection strategies
  • Sustainable Investing

About Brian

The most important question you can ever be asked is, "What are the things you value most in life?"

Our partnership starts with understanding the things you value and the priorities you set – they become your goals that will establish your path forward. Because these are uniquely your own, your financial strategy should be too. That's why I want to get to know you – your hopes, dreams and the things that keep you up at night – in order to build you a personalized plan that will make you feel informed and in control.

We work as a...

Work History

  • Edward JonesJuly 2009 to Current

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Curling
  • Sailing
  • History and Museums

Team Members

  • Traci McConnell
    Sr. Branch Office Administrator
  • Judi Greenwood
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(613) 836-3159

Fax

(866) 479-8159

Office Address

462 Hazeldean Road
Unit 12
Kanata, ON K2L 1V3opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More