Kelly Haefling

Wealth Advisor, BMO Nesbitt Burns

About Kelly Haefling

Kelly’s experience in the Financial Services Industry spans over 30+ years with BMO Financial Group.  After progressing through many roles in retail banking Kelly left her last role as Area Manager in 2007 to   join Nesbitt Burns as an Investment Advisor. The combination of past experience and her continuing education allows her to work closely with clients to understand the challenges they face and work  together on financial solutions specific to their needs.

As a Wealth Advisor with BMO Nesbitt Burns, Kelly is a CERTIFIED FINANCIAL PLANNER and also an Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.

At Haefling Wealth Advisory Group, she provides tax strategies for charitable giving, designs legacies so that your wills properly reflect your wishes

She is a board member for the Owen Sound Regional Hospital Foundation, a Member of the Owen Sound Regional Hospital Investment Committee and a member of Kiwanis. She enjoys time with these organizations and giving back to the community in various events, as well as being a sponsor for the Chamber of Commerce Award of Excellence for non-for-profit organizations.

Kelly enjoys travelling, spending time with her husband Pat, her 3 children and their partners, and her 2 grandsons.  As a season ticket holder of the Attack she enjoys supporting the local OHL Team as well as billeting 2 Attack players.

 

Typical Clients

Through compassion and building trust, Kelly helps clients feel confident in their ability to manage their affairs.

Kelly works very closely with clients to ensure they are well supported through times of transition.   She uses professionalism to assist in portfolio management, tax planning and philanthropic donations.

At Haefling Wealth Advisory Group, wealth planning is at the core of everything we do.  To gain a deep understanding of our client’s wealth picture, Kelly asks thoughtful questions and works with her clients to develop comprehensive and flexible wealth plans for their unique situations.