Kelly Haefling

Address

30 Main St,
Markdale, ON N0C1H0

Languages

English

My Background

Kelly’s experience in the Financial Services Industry spans over 30+ years with BMO Financial Group. After progressing through many roles in retail banking I left my last role as Area Manager in 2007 to join Nesbitt Burns as an Investment Advisor. The combination of past experience and my continuing education allows me 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, I am a CERTIFIED FINANCIAL PLANNER professional and also an Insurance Advisor with BMO Nesbitt Burns Financial Services

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.