Darryl & Liisa's

I have been building my portfolio with Kelly for more than 20 years.  We started working together when Kelly was in Sudbury, and I followed her to North Bay.  I was very young and in an industry that does not offer any type of pension, so I needed help to plan for my future.  Kelly has been very informative on my options and my feelings on needing security.  She has been a very good listener and takes my needs into consideration, when making suggestions on any changes that she feels should be made to my portfolio.  I like Kelly’s honesty and integrity with regards to how she deals with me, and now my husband and son in all of our financial needs.

Thank you Kelly for a job well done and your commitment to excellence.