Education:
Bachelor of Commerce, Concordia University
Canadian Securities Course, Canadian Securities Institute
Professional Financial Planning Course, Canadian Securities Institute
Kelly Crawford, FMA, CFP Associate Investment Advisor Tel. 613-798-4207 kelly.crawford@nbpcd.com
Occasionally a friend or associate will approach me with a question about my business - specifically, what makes me different than all the other Investment Advisors out there. It's an important question, and something I'd like to share with everyone. Allow me to provide a brief summary of who I am, what I do, and how I go about doing it.
WHO I AM I am more than simply a stock broker - I am an investment professional who offers my clients the opportunity to achieve their investment goals. I am a confident advocate of the group approach (as the saying goes, two heads are better than one!), and I utilize top-quality professional money management hired by BMO Nesbitt Burns to build client wealth. Perhaps most importantly, I believe the client comes first. I pride myself on my level of service and constantly strive to go above and beyond client expectations.
WHAT I DO I specialize in all areas of wealth management; from establishing your portfolio to planning for your child's education, your retirement and your estate*. In this way, I offer my clients complete services to coincide with both short-term and long-term investment goals. As your financial needs change over the years, I'll be with you every step of the way, offering you additional services that will take you to where you want to be.
MY UNIQUE PROCESS I take a no-pressure, systematic approach to help you achieve your financial success. The first step in the process is meeting with you face-to-face to examine your investment needs, risk tolerance and expectations. The information is then used to design a tailored portfolio to match your individual needs. After that, I formulate a customized investment plan and review it with you so that you understand exactly how these investments work to achieve your goals. You're free to take the plan with you after you leave and think about it at your leisure. When you're ready, we'll meet again to put the plan into action. BMO Nesbitt Burns will send you monthly reports and meet with you every quarter for scheduled portfolio reviews. Alternatively, you can monitor your performance with Gateway, our online service. Either way, you'll always know how your investments are doing.
My approach to investing is all about helping you reach your financial goals because your success is my success.
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
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