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Kelly Hansen MBA, CIM, FCSI
Associate Portfolio Manager
Director, Wealth Management |
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Phone
Fax
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(519) 660-3248
(519) 660-3208 |
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Toll Free
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1-800-265-1242 |
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Email
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kelly_hansen@scotiamcleod.com |
| I help my clients to achieve financial security through long-term direction and advice. |
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Kelly Hansen is a Financial Planner with the London Office of ScotiaMcLeod. Kelly services clients in the London, Chatham, Wallaceburg and Sarnia area. He holds a Masters of Business Administration from the Richard Ivey School of Business, The University of Western Ontario. Kelly has continued his education in the financial field through the Canadian Securities Institute, holds the Canadian Investment Manager designation and is a "Fellow" of the Canadian Securities Institute (FCSI).
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, I review the progress my clients are making towards their goals and make whatever adjustments are required to their overall plan.
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Service Approach
My long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. I've helped my clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. I draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to my clients.
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Trusted Advice
I provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
Total Financial Solutions: I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
148 Fullarton Street
Suite 1801
London ON N6A 5P3
Additional Contact Details
Chathman (519) 380-0582
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Additional Team Members:
Matthew Moore
Investment Associate
(519) 660-3202
matthew_moore@scotiamcleod.com
Sarah White
Investment Associate
(519) 660-3270
sarah_white@scotiamcleod.com
Tara Ross
Administrative Assistant
(519) 660-3247
tara_ross@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
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