I have been an insurance broker since May 2010 and have acquired two designations; RRC (Registered Retirement Consultant - via CIFP) and CFP.
Mainly focus on Retirement and Estate Planning.
Kelly began his financial planning career in 1989 with
Canada Life as a Career Agent. He left Canada Life and went into practice
with Ken Holliday to form H & A Financial Advisors in 1996.
Kelly earned his designation as Chartered Life Underwriter
(CLU) in 1994 and his Chartered Financial Planner (CH.F.C) and Certified
Financial Planner (CFP) designations in 1997. He has been a member of
Advocis and the National Association of Financial Planners since the start of
his career. Kelly also served 2 terms as chairman for the complaint and
investigation committee of the Life Insurance Council of Saskatchewan.
TPC Financial group is a fee for service financial planning firm specializing in the business needs of medical professionals. Our goal is to help you reduce the risks in your life, maximize your opportunities and build on your strengths. I work with you to educate, facilitate, and coordinate your financial affairs, so you can concentrate on what you do best.