Principal & Portfolio Manager – Manulife Securities Incorporated
Insurance Agent – Granville West Group Kelly Consulting Ltd.
Tom has been helping clients and their families develop wealth management strategies since 2007. Along the way, he’s worked alongside some of the best people in Vancouver.
Tom is inspired by seeing his clients achieve their goals. Whether it’s paying off a mortgage, fully funding education or successfully saving for retirement, this what keeps Tom jumping out of bed each morning.
Away from work, Tom loves the mountains and leads a busy and meaningful family life. And his wife and three children are thrilled to call North Vancouver home.
Education:BSc Economics, University of Victoria
Designations:CFP, CIM, FCSI, RIS
Affiliations:Advocis – The Financial Advisors Association of Canada
Financial Planning Standards Council Canada (FPSC)
NSMBA member (North Shore Mountain Biking Association)
Our family has invested with Granville West for almost four decades, beginning after we opened a small business in 1993. The initial appeal was having the owner of the investment firm as a personal advisor, after having worked with larger firms that provided services on a far less personal level. That relationship has bridged into a second generation of management… more
I'd just moved home to Canada after much of my adult life living abroad. I had no roots in Vancouver, and certainly no long term financial plan. Friends I trust recommended Tom Kelly and the Granville West Group. After my intro meeting with them, I felt a great weight off my shoulders. Together we began implementing a long term strategy… more