Our diverse, and highly respected, team caters to people in need of sophistcated wealth planning and investment solutions. Our clients benefit from a culture of idea sharing and collaboration. The combined strength of our unique perspectives ensures you receive a strategic wealth plan to meet your financial, life, and legacy goals.
The MacDougall Wealth Management Mentorship Program is dedicated to identifying and developing the career growth of high quality, next generation, advisors.
Under the mentorship of Iain MacDougall, Samantha Jones and Kit Richmond are actively supported and embrace similiar philosophies, values, investment beliefs, and client care.
We are confident our cleints are well serviced and will continue to be.
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Kellsey is an Associate on the MacDougall Team with over 10 years of experience in customer service. In this position, she works closely with our clients to provide back office and administrative support. Her pleasant demeanor along with her strong communication skills and attention to detail make her a valuable asset to the team and overall client experience.
Prior to this, Kellsey completed her paralegal degree at Reeve's College, Lloydminster. She is currently working on obtaining her Canadian Securities Course (CSC) and excited to advance her knowledge and education skillset.
Kellsey was born and raised in Lloydminster, AB and moved to Red Deer after graduating high school. She enjoys spending time with family, camping, kayaking, traveling and walking her dogs along the Red Deer River.
MacDougall Wealth Management relies on the expertise of our internal and external partners to extend our capabilities through specialized skills. Our reliable and long standing partnerships add extensive value to our unique client wealth offering.
