Kelly Boudreau - Personal Financial Advisor
Financial ServicesPersonal Membership
Various - flexible
Meetings held on Zoom for the most part in 2021
My background is 13 years in public accounting as a CPA (CA) and now 7 years in personal finance. I am passionate about helping families and small business owners to plan for and achieve better financial futures. I work within a brokerage that combines many services under one umbrella - debt solutions, life & critical illness insurance, mutual fund and segregated fund investments, mortgage referrals and much more!