Kelly Kohanski

Kelly Kohanski Email and Phone Number

Certified Financial Planner @ Worldsource Securities Inc.
Kelly Kohanski's Location
Thunder Bay, Ontario, Canada, Canada
Kelly Kohanski's Contact Details

Kelly Kohanski work email

Kelly Kohanski personal email

n/a
About Kelly Kohanski

Quirion Financial Securities offers a comprehensive range of investment products and services tailored to meet diverse financial needs. With over 27 years of experience, we focus on crafting long-term, objective financial plans that align with your individual goals. Proudly serving Thunder Bay and the surrounding Northwestern Ontario communities, we are committed to delivering exceptional financial service and support.Investments are provided through the investment dealer, Worldsource Securities Inc., operating under the trade name Quirion Financial Securities. Insurance products are related services are provided independently of Worldsource Securities Inc., through Quirion Financial Services. Please confirm with your advisor which entity you are dealing with for each of your products and services.

Kelly Kohanski's Current Company Details
Worldsource Securities Inc.

Worldsource Securities Inc.

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Certified Financial Planner
Kelly Kohanski Work Experience Details
  • Worldsource Securities Inc.
    Certified Financial Planner
    Worldsource Securities Inc. Jan 2024 - Present
    Thunder Bay, Ontario, Canada
    Worldsource Securities Inc., sponsoring investment dealer, is a Member of the Canadian Investor Protection Fund (CIPF) and of the Canadian Investment Regulatory Organization (CIRO).
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  • Quirion Financial Services
    Life Insurance Advisor
    Quirion Financial Services 1999 - Present
    Thunder Bay, Ontario
  • Manulife Securities Incorporated
    Financial Advisor
    Manulife Securities Incorporated Nov 1999 - Jan 2024
    Thunder Bay, Ontario

Kelly Kohanski Skills

Retirement Planning Wealth Management Investments Insurance Estate Planning Mutual Funds

Kelly Kohanski Education Details

Frequently Asked Questions about Kelly Kohanski

What company does Kelly Kohanski work for?

Kelly Kohanski works for Worldsource Securities Inc.

What is Kelly Kohanski's role at the current company?

Kelly Kohanski's current role is Certified Financial Planner.

What is Kelly Kohanski's email address?

Kelly Kohanski's email address is kelly@qfs.ca

What schools did Kelly Kohanski attend?

Kelly Kohanski attended Lakehead University.

What skills is Kelly Kohanski known for?

Kelly Kohanski has skills like Retirement Planning, Wealth Management, Investments, Insurance, Estate Planning, Mutual Funds.

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