“I have known Sue Kelly professionally and personally for almost ten years and I am pleased to endorse her planning seminars and workshops.As our financial advisor, Sue has been skillful, diligent, forthright and highly communicative in helping my wife and I achieve our investment goals. As a fellow volunteer Board member of a local Child Development Centre, Sue demonstrated her community spirit in assisting us to achieve stability in planning and operations. In particular Sue helped us develop a successful Planned Giving Program for the Centre. Among my network of friends and acquaintances in the community Sue is recognized for her professionalism, integrity and compassion.
I highly recommend Sue for anyone seeking advice on financial planning.
Kevin J. Ritcey, C.G.A., Retired,Former Director of Tax ServicesSouthern Interior Tax ServicesCanada Customs and Revenue Agency
“Susan Kelly came to my attention through some of my clients as far back as 1989. She was described to me as a very committed person of great integrity providing an outstanding service in helping clients realize their financial goals.
Over the years, by doing my clients tax returns, I observed the sound financial advice they received. I therefore never hesitate to give Susan’s name to clients who ask for recommendations. I know they will be in good hands and can only profit from her great expertise.
Eight years ago, when I considered changing Financial Consultants myself, I therefore selected Susan Kelly and I am very happy with the move. She keeps me constantly informed about new investment strategies through letters, personal visits and seminars. I couldn’t have made a better choice.”
Edda Rott, Tax Accountant
