Kelly Mccarthy Email and Phone Number

As an Accredited Financial Planner with RBC Royal Bank, Kelly strives to help you reach your life goals through customizing a financial plan that is dynamic and evolves to adapt to your life changes. She provides expertise on several Financial Planning disciplines such as Investment Planning, Retirement Planning, Net Worth and Cash Flow, Estate Planning and Borrowing and Debt Management, just to name a few. Kelly has over 8 years’ experience in the Financial Services industry and holds a Business Administration Diploma from Nova Scotia Community College. She is an accredited Personal Financial Planner through Canadian Securities Institute. Kelly offers an extensive background in relationship management and has a wide range of experience within RBC, consisting of Financial Advisor and Branch Management. Kelly is an avid volunteer in her community and loves to spend time teaching financial skills to minors through Junior Achievement. Away from the office, Kelly loves music, searching for seashells along the Nova Scotian shore and spending time with her two daughters.