We are thrilled to announce Jeremy Kelly has been named a winner of the Wealth Professional’s Rising Stars 2022 award. Each year Wealth Professional recognizes under 35-year-olds talents who can adapt to the changing landscape of the industry and perform admirably.
Jeremy has been an integral part of Kelson Financials’ success since joining the firm and he was a huge contributor to our record-breaking success this year. Jeremy received his Financial Planning designation in three months - a remarkable achievement! This allows him to perform more in-depth analysis of the retirement and investment plans he builds for his clients.
Jeremy is passionate about working with our clients as well as with the next generation, knowing how important it is to begin your financial journey at a young age. He is a financial coach for these young investors, creating financial plans to achieve both short term and long-term goals. He worked with Financial Security Advisor, Dr. Lloyd Flanagan to establish Kelson DMD, a division dedicated to Canadian healthcare professionals and their families.
Please join us in congratulating Jeremy on this incredible achievement! You can read more about the award here.