Kelly LiptonFinancial Consultant
Kelly has been in the Financial Services Industry for over 20 years, and has spent 13 of those years as a Financial Consultant with Investment Planning Counsel. During her career, she has held positions such as Personal Banking Officer, Account Manager, Mortgage Broker, and Financial Planner. Because of her varied and in depth experience, she is able to offer a holistic approach to her clients' individual financial planning needs.
Kelly's education includes:
BA from Acadia University 1988
Able to provide mutual fund solutions since 1994
Personal Financial Planning Designation 2002
Canadian Securities Course 2017
Kelly returned to the beautiful Annapolis Valley in 2011 where she lives with her husband, teenage daughter and cat Daisy. She is on the board of the Annapolis Valley Honour Choir and can be found exploring our wonderful campgrounds, with her family on summer weekends.
Are you looking for honest and trustworthy advice about dealing with debt, savings and retirement, in a helpful and confidential manner? Call or email Kelly to start your conversation.
Insurance products available through Kelly Lipton.