For two decades Kelly Gustafson has driven innovation in the Canadian financial services industry. Advisors, MGAs, and carriers alike seek her counsel in merging modern digital tools with the tried, tested and true practices of industry titans. Known for her passion and relentless work ethic, Kelly has consulted and served thousands of advisors across the country. She has the insights, data, and toolbox to help transform the client service experience.
In March of 2020 Kelly joined forces to consult with one of the most successful financial advisory firms at Raymond James Canada and has since joined the team as the Senior Business and Innovation Manager. Kelly has refocused her efforts on wealth leadership and delivering on the promises the financial industry makes, to protect and preserve her clients’ most valuable assets.