Administrative Associate
Direct Line: (519) 883-6068


Kelly has worked in the financial services industry with Steele Wealth Management since 2004. As Senior Service Assistant for Steele Wealth Management, she assists with clients’ general day-to-day requests including requests for security transactions, transfers, reporting and client review production.

Earning a Bachelor of Arts in Communication Studies from Wilfrid Laurier University, Kelly is qualified to trade equities, bonds and mutual funds.

Outside the office Kelly enjoys an active life with friends and family, spending time in the Kawarthas, and experimenting in her kitchen.