portrait of Brian J Kelly
FINANCIAL ADVISOR

Brian J Kelly

CFP®, CEA®
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Wealth Protection Strategies
  • Socially Conscious Investing

Personal Interests

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

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Office Information

Fax

(866) 479-8159

Branch Team

  • Traci McConnell
    Sr. Branch Office Administrator

Office Address

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

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

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

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