"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."

 

Focused on helping clients with retirement planning and residential lending, Kelsey is a Registered Retirement Consultant® (RRC) through the Canadian Institute of Financial Planning (CIFP) CIFP Retirement Institute, and holds a Financial Planning (FP) Diploma with Canadian Institute of Financial Planning. She has also completed the Canadian Investment Funds course (CIFC) and is working towards a Certified Financial Planner ® (CFP) designation in 2022.

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.

Financial Advisor Kelsey Phare

Kelsey Phare

Financial Advisor

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† Mutual funds are offered through Credential Asset Management Inc.

Insurance services provided by BlueShore Wealth.