Meet Kelly, our
Trading Associate, boasting over 25 years of invaluable industry experience. In
her role, Kelly is entrusted with the management of daily trading activity and
the implementation of VPIC portfolios. Her responsibilities extend to the day-to-day
administration of the trading function, where she collaborates closely with
portfolio managers to oversee block trades for mandate accounts.
With a Bachelor of
Commerce degree under her belt, Kelly is equipped with a robust educational
foundation complemented by many industry accreditations, including CSC, CFP,
IFIC, LLQP, CPH, and PDO. Her wealth of experience and dedication make her an
integral part of our team.
Outside of the
office, Kelly enjoys travelling and spending time at her cottage in Kenora
alongside her husband, Darryl. She takes great joy in supporting her two
children, Will and Nate, in their diverse array of activities.