As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Kelly began his financial planning career in 1989 with Canada Life as a Career Agent. He left Canada Life and went into practice with Ken Holliday to form H & A Financial Advisors in 1996.
Kelly earned his designation as Chartered Life Underwriter (CLU) in 1994 and his Chartered Financial Consultant (CH.F.C) and Certified Financial Planner (CFP®) designations in 1997. He has been a member of Advocis and the National Association of Financial Planners since the start of his career. Kelly also served 2 terms as chairman for the complaint and investigation committee of the Life Insurance Council of Saskatchewan.
Kelly has his Mutual Fund license and his Life Insurance License.
Brad joined H & A Financial in the fall of 2015.
He holds a bachelor’s degree in Business Administration from the University of Regina.
Brad is mutual fund and insurance licensed and is currently working towards the designation of Certified Financial Planner (CFP).
Andrea joined the H & A family in 2007 as an administrative assistant. After some hard work and dedication, she got her mutual fund license and completed all necessary courses to take over as the Branch Manager in 2017. She is currently working towards getting her life insurance license to better help clients.
She has a love for animals, enjoys video games and has an interest in learning new languages.
Gene worked in various fields while attending University night classes until achieving his degree in 1995. He then started his career in finance with PRO-FUND Distributors. He joined Portfolio Strategies in 2004 and became part of the H & A family in 2021.
Proud father of Kyle and Kayli. Equally proud of their spouses, Robin and Matt and his grandchildren Levi & Vaya. Happily married since 1979 to his amazing wife, Joy.
Away from work, Gene enjoys his family, golf and vacationing in warmer climates during the winter.
Rachael began her career in the financial services industry in Ireland. She joined the team in July 2023, and brings with her over 15 years experience in the banking and financial services industries. She is currently working towards completing the Canadian Securities Course.
In her spare time Rachael likes spending time with her 2 dogs, Ollie and Gino, and her cat, Harry.
Dean jointed H & A in Spring 2022, bringing with him over 20 years experience in the financial and client service industries. He acquired his BA with distinction from the University of Regina in June 2020.
His personal interests include graphic design, hiking, studying cultures and languages, and enjoying various games and literature.
