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.