I entered the financial services industry in 2005 immediately my graduation from the University of British Columbia. I hold the Certified Financial Planner (CFP) designation and the Certified Cash Flow Specialist (CCS) certification. Among my peers, friends and family, I am best known for my commitment to professional excellence, leadership in the community, and my passion for helping others.
I am an active member of her industry professional association, Advocis– The Financial Advisors Association of Canada, and I’m a qualifier for the Million Dollar Round Table – The Premier Association of Financial Professionals. I’ve been a longstanding Kiwanis Club of Vancouver member who has carved my niche in the organization by working extensively in the area of youth initiatives. I am also fully conversant in Cantonese.
When I’m not meeting with clients and putting together cash-flow and financial plans, I spend much of my time attending toddler activities with my children Donovan and Justine, attending various festivals around the city and planning my next family vacation with my husband Gabriel.
"Kelly takes a genuine interest in my life, is always even keeled, focused on how to achieve long term goals and willing to take the time needed to answer my questions, even the hard questions."
"Kelly has taken me from a high-earner without much to show for it, to a guy with a solid financial plan. She provides sound, personalized and practical advice tailored specifically to my needs. She is invaluable to me and my family."
“Kelly has played an integral role in building my personal financial well-being over the past 10 years. I would highly recommend her services to others as she is knowledgeable, friendly and an expert in her field.”
"As the owner of a business that fabricates precision gears, I know the importance of paying attention to all the details. Kelly understands this concept and has always been a pleasure to deal with."
"Kelly Ho is a great financial planner. Her professionalism and strong ethics shine through along with her friendly, open manner."
"I would recommend Kelly to any young professional looking to plan for a lifetime of financial success!"