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Kelly Bannister B.A., RRC®, CFDS, CFP®
Mutual Funds Representative
Manulife Securities Investment Services Inc.
Manulife Securities Insurance Inc.
Kelly has over 20 years of experience as a Certified Financial Planner® (CFP®) and has also completed the Registered Retirement Consultant® (RRC®) and Certified Executor Advisor (CEA) designations.
Kelly received her Bachelor of Arts and Science from the University of Saskatchewan with a major in Economics. She is also a Saskatchewan Life Licensed Agent and is able to offer mutual funds through Manulife Securities Investment Services Inc.
With the Certified Executor Advisor (CEA) designation, she can assist Canadian Executors with general guidance while providing support when needed from other professionals.
She holds the Chartered Financial Divorce Specialist (CFDS) designation and is a member of the Collaborative Professionals of Saskatchewan. She has taken Interdisciplinary Collaborative Team Training, working in the collaborative process as the financial neutral. As an accredited financial professional who has received specialized training through the Academy of Financial Divorce Specialists, Kelly can provide an objective assessment of potential financial settlement scenarios in matters relating to separation and divorce.
Active in her community, Kelly currently sits on the Board of Directors for SaskEnergy and is the Chair of the Human Resources and Safety Committee.
She also sits on the Board of Directors for the Women Entrepreneurs of Saskatchewan, and is the Chair of the Governance Committee.
Kelly has completed the Chartered Director (C.Dir) program through The Directors College (a joint venture of McMaster University and The Conference Board of Canada).