Kelly Smith Group is a private wealth advisory practice operating under the Northwestern Mutual brand. The firm specializes in creating comprehensive, personalized financial plans for individuals, families, and business owners. Their services integrate investment management, retirement planning, insurance and risk management, and estate planning. Led by Wealth Management Advisor Kelly Smith, the group emphasizes a long-term, goal-oriented approach to help clients build and preserve wealth. They are part of the Northwestern Mutual Private Client Group, indicating a focus on high-net-worth clients.

Founded in

Canada