Kelsey is the lead trading and research specialist for the Wyndham Group where she oversees all trading in client accounts, cash flows, and portfolio changes. As a senior associate, she also uses past knowledge and experience to help develop our business processes, and ensures our clients receive the best service possible. She is also a registered representative with the firm and is licensed to trade equities and options.
Kelsey grew up in Oakville where she graduated from Sheridan College with a Diploma in Finance. Following graduation, she gained valuable experience at a major bank. Kelsey then moved to Toronto and has been a cornerstone of the Wyndham Group for the past 19 years.
Special projects are Kelsey’s forte. She takes the lead in planning client events and educational seminars. She is also concerned about team dynamics and ensures that everyone is positioned to build up their own skills and the strength of the team.
Kelsey lives in downtown Toronto with her partner. She enjoys Pilates, reading, travelling and has recently taken up golfing. While at home, she takes advantage of the many great aspects of city living.