Kelsey Phare

"Earning my clients’ trust is of the utmost importance, and I believe this is done by getting to know who they are, what is important to them, and what they want to achieve financially. I connect on a regular basis so I can continue to provide advice and be supportive should life changes come their way."

Kelsey is focused on helping clients with retirement planning and residential lending. She is a Registered Retirement Consultant® (RRC) and holds a Financial Planning (FP) Diploma, both earned through the Canadian Institute of Financial Planning. She has also completed the Canadian Investment Funds course (CIFC) and has earned the Certified Financial Planner ® (CFP) designation.

She has a rich understanding of the Pemberton community and actively listens to the needs of her client, providing personalized recommendations to help them get and stay on track with their goals.

"My favourite part of my job is working within the community I love and getting to know my clients on a deeper level. I grew up in Pemberton and am accustomed to the small town feel of our community. I enjoy learning about my client’s family, what drives them, their life up until this point, and what I can do to help them work towards their own version of financial wellbeing.”

Kelsey will work with you to develop your comprehensive LifeSpring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).

Learn more about the value of working with a financial advisor.