KELLY WOOD
Senior Financial Advisor at Investia Financial Services Inc.
With 30 years experience in the financial industry, helping my clients dream, plan and achieve their goals is paramount. I believe that giving back more than receiving is fundamental to life - especially with family, but also with community, friends and client relationships. I am happy to support local clubs, children's sports teams and charities on an ongoing basis. I have been involved with many service clubs, as well as Provincial politics over the years. Partnering with business associates, I am proud of the Helping Hands Scholarship we have created together.
Balancing work and family is important to me, which is the reason I moved my office from Newmarket and Toronto to my hometown of Keswick. I enjoy the 'cottage life' year round with two generations of my family - playing hockey on the back rink, skiing, travelling, boat trips on the Trent, fishing, golfing and ski-doing...the list of activities our country offers is endless.
My office is now just minutes from our 1920s waterfront home on Lake Simcoe, allowing me to live and work in the community I love. I value having flexibility in my schedule to meet with my clients, their lawyers and accountants, when and where it is most convenient, across southern Ontario, from Ottawa, to the Niagara region, to Kincardine.
I am looking forward to another 20 years helping new clients and their families achieve their dreams in our growing community - and making a few new friends along the way.