Kelly Lipton |
Expired |
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Designation(s): BA, PFP, CFDS
Company: Investment Planning Counsel
Email: kellipton@gmail.com
Phone: 902.300.9118
Fax: 902.678.8367
Address: 913 Charles St, Kentville, Nova Scotia, B4N 2Y9.
Bio: I joined Investment Planning Counsel in 2002 and I currently live in the Annapolis Valley, NS. I enjoy connecting with clients on an individual basis, helping to guide each one through their unique life’s journey.
I graduated from Acadia University with a BA in Sociology but I was pulled into the financial industry once I acquired credit & collections experience, while working in Toronto in my early twenties. I have obtained the Mutual Fund License, Life Insurance License, completed the Canadian Securities Course, earned a PFP designation and in 2021, earned the CFDS designation.
As a financial advisor, I understand change is inevitable. Whether it is an unexpected transition or an amazing new adventure, I can help with the many financial decisions that get made along the way.
Membership Expired: October 31, 2023
Taking on new clients: Yes, please contact
|
![]() | ![]() Designation(s): BA, PFP, CFDS
Company: Investment Planning Counsel
Email: kellipton@gmail.com
Phone: 902.300.9118
Fax: 902.678.8367
Address: 913 Charles St, Kentville, Nova Scotia, B4N 2Y9.
Bio: I joined Investment Planning Counsel in 2002 and I currently live in the Annapolis Valley, NS. I enjoy connecting with clients on an individual basis, helping to guide each one through their unique life’s journey.
I graduated from Acadia University with a BA in Sociology but I was pulled into the financial industry once I acquired credit & collections experience, while working in Toronto in my early twenties. I have obtained the Mutual Fund License, Life Insurance License, completed the Canadian Securities Course, earned a PFP designation and in 2021, earned the CFDS designation.
As a financial advisor, I understand change is inevitable. Whether it is an unexpected transition or an amazing new adventure, I can help with the many financial decisions that get made along the way.
Membership Expired: October 31, 2023
Taking on new clients: Yes, please contact |