Tara Kelly's Location
Oakville, Ontario, Canada
Tara Kelly's Work
- Investment Advisor and Financial Planner @ BMO Nesbitt Burns
- Financial Planner, Investment and Retirement Planning @ BMO
Tara Kelly's Education
- McMaster University
Bachelor of Arts (B.A.) (Social Sciences)
- Canadian Securities Institute
Professional Financial Planner (Financial Planning and Services)
2002 - 2003
Tara Kelly's Skills
- Finance
- Sales
- Investments
- High Net Worth Individuals
- Wealth Management Services
- Investment Advisory
- Customer Service
- Retirement Planning
- Estate Planning
- Mutual Funds
Tara Kelly's Summary
Tara Kelly, based in Oakville, Ontario, Canada, is currently a Investment Advisor and Financial Planner at BMO Nesbitt Burns, bringing experience from previous roles at BMO Financial Group. Tara Kelly holds a Bachelor of Arts (B.A.) in Social Sciences @ McMaster University. With a robust skill set that includes Finance, Sales, Investments, High Net Worth Individuals, Wealth Management Services and more, Tara Kelly contributes valuable insights to the industry. Tara Kelly has 1 email on RocketReach.
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