I’m Kelly Fagundes, a Senior Wealth Advisor with nearly 30 years of experience helping families across Canada make smart, confident financial decisions. Over the years, I’ve had the privilege of working closely with clients through all stages of life—from building wealth to planning for retirement and everything in between.

One area I’m especially passionate about is women’s financial health. I love helping women take control of their finances, feel confident about their choices, and plan for the future on their own terms.

My approach is personal, practical, and grounded in trust. I take the time to get to know each client’s unique story so we can build a plan that really fits their life—not just the numbers. Whether you’re dealing with a career change, thinking about retirement, or just looking to feel more financially organized, I’m here to help.

Outside of the office, I’m a proud mom to my daughter, and I enjoy spending time with family, camping, and staying active by playing hockey and soccer whenever I can.