Jonathan Kelly

Jonathan Kelly is a seasoned financial planner with over a decade of experience advising clients in both the UK and Canada. He is a Personal Financial Planner (PFP^®) and specializes in clear, disciplined wealth planning that helps families and professionals make confident, values‑aligned financial decisions. Jonathan brings a global perspective, a commitment to responsible investing, and a calm, educational approach to every client relationship.

Outside of work, he’s a devoted husband and father of two daughters, as well as an avid soccer supporter turned enthusiastic hockey parent thanks to years spent cheering from the sidelines.