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Our Team

Richard Kelly, CFP, CLU, CH.F.C.

Branch Manager

Rick started in the financial services industry in 1980. He has earned his CFP (Certified Financial Planner) CLU(Chartered Life Underwriter) and CH.F.C. (Chartered Financial Consultant) designations.

He is involved with the Canadian Association of Insurance and Financial Advisors and has served as president, Ethics & Practice Chair and currently as an executive member. He is a past president and current member of the Thunder Bay Estate Planning Institute.

He is married with three children. He has been active with Port Arthur Minor Hockey and has had many years coaching hockey, baseball and soccer.

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.