Compassionate. Astute. Even keeled.
Kelsey Robinson is a financial advisor based out of Okotoks and holds a Bachelor of Business Administration from the Northern Alberta Institute for Technology. As a Certified Financial Planner (CFP®), Kelsey is passionate about helping clients achieve their financial goals and understanding financial concepts. She believes that a successful client/advisor relationship is a two-way street built on trust, compassion and common interests.
Understand how your money works
From a young age, Kelsey’s dad taught her how important it is to understand financial concepts. She carries this advice into her career and loves helping clients understand how money works. Kelsey particularly enjoys working with rural and small town clients, connecting with them over her farming background and community interest. Kelsey makes it a priority to stay up to date with current financial planning trends and specific client situational trends (i.e. snowbirds, self-employed) to better understand her clients' needs and help them achieve their financial goals
Growing your wealth
Outside of her professional life, Kelsey enjoys spending time with family, gardening, playing volleyball and slow pitch, cheering on the Flames and Blue Jays and is even starting to take over the family farm with her husband. She loves supporting the communities of Okotoks, High River, Diamond Valley and surrounding Foothills area and is excited to continue growing her family and putting down more roots here. From financial planning to family to farming, Kelsey has your back.
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
While I am flexible about where we can meet, I typically work out of the following branches: