Kelly has her Business Administration diploma and joined Bourgeault & Associates in 1997 as an Administrative Assistant. She became a licensed Associate Consultant by completing the Canadian Investment Funds course in 2014. Kelly excels in her roles as Associate Consultant and also manages the office. She strives to create and maintain extraordinary client service relationships.
Clients feel well-informed and comfortable after a conversation with any Bourgeault & Associates team member. That builds their trust. As a professional, it's very motivating to me to inspire confidence and to be relied upon by people I respect.