Kelly Haefling

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