ELITE ADVISOR COACH
Kelly Linton has spent over 20 years in the Wealth Management industry. Upon obtaining her securities licensing and her Certified Financial Planner designation, she knew her path would be pursuing a career in financial services. Having worked her way from ground level up to running her own successful Investment Advisory book, she understands the real-world struggles on the path to building a successful financial advisor business.
In 2014, after 10 years at a major Canadian bank owned brokerage firm she sold her book of business to start her own entrepreneurial vision of working with and coaching advisors and their teams. Her purpose and drive come from seeing others succeed. Her deep understanding and background in the financial services industry allow her to bring a unique perspective to the advisors and teams she works with.
Kelly holds an Honors BA from McMaster University and is currently completing her Adler Coaching Certification. She is an active member of Women in Capital Markets which help promote mentorship for women in the wealth management industry. Her favorite things to do in her free time are to watch hockey with her son, walk their labradoodle and play tennis with friends.