Rayelene Kellock
Rayelene Kellock
Associate Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
FCSI®
We believe that success
is in the details
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"I believe that balance is the key to success in wealth management."
Rayelene holds both the Certified Financial Planner and Chartered Investment Manager designations, which are the foundation of her balanced approach to long-term planning and day-to-day investment management. She is dedicated to helping clients reach their financial goals through thoughtful planning and meticulous execution.As a long-time resident with strong connections to Fort McMurray, Rayelene truly understands the unique community that is home base to many of her clients and their families. With a disciplined approach and impeccable, friendly service, she has built a reputation as a wealth manager of choice for people who call Fort McMurray home and non-residents with connections to the area.
Certificates
CFP®
CIM®
FCSI®
Bring your future into focus
When working with our team, we believe that success is achieved through a strategic balance of big, complex decisions and small, everyday acts. That’s why we’ve developed a process that combines a detailed approach to investment management with big-picture financial planning. Drawing on our experience and expertise, we help you identify the many elements of your financial life and craft a plan to optimize each. Working together, we can help you crystalize your goals and take the steps needed to make them your reality.
You are at the heart of everything that we do
Your goals are our top priority. We provide knowledgeable, transparent advice and sophisticated fee-based services tailored for each client’s unique needs. Most importantly, we’re here for you – every step of the way. With the collaboration of TD specialists we can help you with:
How we work together
We take the time to understand your needs and your ambitions first, because your goals guide everything we do. We focus on you — your family, your business, your strategy and your needs. That means we listen closely, pick up the phone when you call and answer your questions when they arise. We build and execute on your strategy with the utmost integrity, and we build our relationship with you through transparency and clear, ongoing communication.
Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.
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Build net worth
Protect what matters
Implement tax-efficient strategies
Leave a legacy
Let's Talk
Whether you're looking for a second opinion on your investment portfolio, advice on your pension plan or a long-term financial plan, send us a note and we can set up a meeting to talk about your needs and whether we might be a good fit to work together.