Kelsey has been working with Bob Boutilier, in our Nova Scotia office, for several years now—while she was completing her finance degree at St. Francis Xavier University, and now, as a fully-licensed family wealth advisor. Kelsey and Bob focus on providing top-of-the-line service to their clients by taking a team approach to how they help clients achieve their goals. Committed to lifelong learning, she plans to further her education to obtain her Chartered Investment Manager (CIM) designation while working full-time as a Family Wealth Advisor at the Nova Scotia office.
For as long as she can remember, Kelsey has always taken an interest in finance, but she knew she had found her passion in financial planning and advising when she saw how much she could help people achieve their dreams, especially right in her own community.
Outside of Bellwether, Kelsey is very involved in her community. She sits on the board of directors for various community associations and non-profit organizations. Kelsey also enjoys helping with her family-owned Christmas tree business—which is why she has such a strong passion for supporting local. Outside of volunteering and work, she enjoys spending time with friends and family, going to the gym, and camping during the warmer months.