Avery Kelly
Business Development AssociateI have recently completed my Master’s in Business, Entrepreneurship, and Technology, following a Bachelor’s in Business and Legal Studies-both from the University of Waterloo. My academic background, paired with experience in Canadian banking, has shaped the way I think about client service: combining strategic thinking with a genuine commitment to building trusted relationships.
I'm currently pursuing my Canadian securities licensing as I work toward becoming a Portfolio Manager, and I’ve joined the team in an Associate role focused on direct client engagement and ongoing learning under close mentorship.
With experience living in over 10 cities worldwide, I bring a well rounded perspective and adaptability to every relationship. As a former Captain of the Varsity Women’s Volleyball team at Waterloo, I channel my competitive drive and leadership into everything I do.
Outside of work, I enjoy beach volleyball, tennis, and watching hockey with friends and family!
