Kelly Smith
Industry:
Kelly began in 1982, with London Life Insurance Company. He has held various sales and sales management positions. In the last 35 years, as well as through his ownership of a successful brokerage, (which was sold to a national company in 2012) Kelly has attained an invaluable wealth of knowledge and accreditation in the areas of insurance sales, wealth management and all related matters. Kelly specializes in areas such as Self Employed Person Pension Plans, Insurance Planning and Intergenerational Wealth Transfer, and Estate Planning.
Community:
25+ years minor hockey coach
Children Wish Chair
Rainbow Society Alberta
Rotary
Grant MacEwan Foundation
Active Communities Alberta
Petroleum Club
Family:
Proud father of 3 adult children, one involved in Insurance & Estate Planning, one a successful Real Estate Advisor, and an Office Manager.
Grandfather to six amazing children from ages 1-8.
Nancy Robb
Industry:
Started Financial Services career with Sun Life in 2008 moving to Independent Advisor role in 2010 and opening Top Hat Advisory as partner in 2014.
Nancy has a background in Bookkeeping and Office Management. Nancy works in all aspects of planning with the majority of her clients in the family market.
Community:
Ronald McDonald House (Current)
Lessard Community League Playschool
Good Shepherd School Council
Trustee, Debbie Engel, Catholic School Board Chair – Campaign Manager
Family:
Nancy is the proud mother to 3 adult children.