Kelly Smith

Dealing Representative at Raintree Financial Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Skills

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Bio

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Credentials

  • CFP; CLU; Ch.F.C.
    -
    Jan, 1988
    - Nov, 2024

Experience

  • Raintree Financial Solutions
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Dealing Representative
      • Jan 2015 - Present

  • Top Hat Advisory Inc.
    • 11626 119th St. Edmonton AB. T5G-2X7
    • Financial Advisor
      • Oct 2014 - Present

      My responsibilities include Insurance and Estate Planning, Tax Effective Investing and Wealth Accumulation/Preservation. My responsibilities include Insurance and Estate Planning, Tax Effective Investing and Wealth Accumulation/Preservation.

Education

  • University of Regina
    Bachelor’s Degree, Commerce/Economics
    1978 - 1982

Community

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