Tom Kelly Cfp, Cim, Fcsi Email and Phone Number
Tom Kelly Cfp, Cim, Fcsi work email
- Valid
- Valid
Tom Kelly Cfp, Cim, Fcsi personal email
I have been in the wealth advisory business since 1997. I began my career doing research for a top institutional money manager. I then pursued personal financial planning at 2 of Canada's largest banks. In 2002 I joined Dynamic Funds as a Vice-President of Sales and Marketing in BC. I joined the Granville West Group in 2007 and have been using the best practices of over 1500 financial advisors to bring the best service and advice to my cleints. Our team is one of the most experienced and hard working wealth advisory groups in Vancouver. Our goal is simply to do great work for great people.Our team specializes in the intergration of all aspects of your financial life. Together with our trusted professional partner network we can help with investments, wills and estate planning, borrowing needs, insurance and real estate strategies.
Granville West Group
View- Website:
- granvillewest.com
- Employees:
- 27
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Principal And Life Insurance AgentGranville West GroupVancouver, Bc, Ca
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Portfolio Manager And Senior Financial AdvisorManulife Securities May 2007 - PresentVancouver, British Columbia, CanadaManulife Securities Incorporated__________________Our team and the Granville West Group is backed by Manulife Securities Incorporated - one of Canada’s foremost independent investment dealers. Our expansive product offering provides clients with choices tailored to fit their financial goals and advanced investment needs.__________Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. -
Principal & Life Insurance AgentGranville West Group Jan 2007 - PresentVancouver, British Columbia, CanadaOur team and the Granville West Group specializes in personal and corporate financial planning. We believe that proper structure and effective implementation are the keys to financial success. Our expertise allows you to integrate all aspects of your financial lives including investments, wills, lending, insurance and real estate.________https://granvillewest.com/Insurance products and services are offered through Granville West Group
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Vice PresidentDynamic Funds Jan 2001 - Mar 2007Vancouver, Canada Area
Tom Kelly Cfp, Cim, Fcsi Skills
Tom Kelly Cfp, Cim, Fcsi Education Details
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Econometrics And Quantitative Economics
Frequently Asked Questions about Tom Kelly Cfp, Cim, Fcsi
What company does Tom Kelly Cfp, Cim, Fcsi work for?
Tom Kelly Cfp, Cim, Fcsi works for Granville West Group
What is Tom Kelly Cfp, Cim, Fcsi's role at the current company?
Tom Kelly Cfp, Cim, Fcsi's current role is Principal and Life Insurance Agent.
What is Tom Kelly Cfp, Cim, Fcsi's email address?
Tom Kelly Cfp, Cim, Fcsi's email address is to****@****ties.ca
What schools did Tom Kelly Cfp, Cim, Fcsi attend?
Tom Kelly Cfp, Cim, Fcsi attended University Of Victoria.
What are some of Tom Kelly Cfp, Cim, Fcsi's interests?
Tom Kelly Cfp, Cim, Fcsi has interest in Family, Skiing, Adventure Racing, Mountain Biking, Hockey.
What skills is Tom Kelly Cfp, Cim, Fcsi known for?
Tom Kelly Cfp, Cim, Fcsi has skills like Retirement Planning, Wealth Management, Estate Planning, Investment Management, Tax Advisory, Banking, Consumer Lending, Life Insurance, Disability Insurance, Succession Planning, Small Business Financial Management.
Who are Tom Kelly Cfp, Cim, Fcsi's colleagues?
Tom Kelly Cfp, Cim, Fcsi's colleagues are Joe Lopes, Mitch Doell, Suzanne Martins, Michelle Jordan, Mark Turnbull, Justina Bittle, Garrett Thiessen- Cfp, Clu.
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