Chelsey Kerr

Chelsey began her career in the financial service industry in 2005.  Within in a few short months she completed the Investment Funds in Canada Course to receive her Mutual Fund Licence and started her Personal Financial Planning Designation (PFP).  Chelsey completed her PFP and received her Certificate of Achievement in Financial Counselling in 2008 and has recently completed the Life Licence Qualification Program.  Chelsey had great success as a Senior Financial Advisor for one of the Big 5 Banks for many years and has been recognized as a Top Advisor on several occasions.  Providing excellent customer service has always been a priority for her.  She enjoys getting to know her clients and works closely with them to achieve their financial goals.