Kelly Monroy Email & Phone Number | I am an experienced financial planner, and currently own and operate my own Agency under the name of Monroy & Associates Wealth Management, since 2018. I find my career very rewarding and look forward to helping others attain the same success I have achieved! I see that in today’s society, so many people neglect taking an active interest in their financial future. Sadly, many individuals lose out because they are unaware of the options that are available to them, because of the lack of financial literacy in Canada. No matter how knowledgeable or experienced, financial education is a key aspect that everyone should be taught. As a financial planner, I take great pride in the success of my clients and have always had great enthusiasm and passion for what I do. I believe that in order to reach your Financial Goals you must clearly define those goals. I can then back engineer a plan to get you to reach your goals and make them attainable. With my passion being financial education, my goal is to help people understand the financial industry. Something that is so important in our everyday lives, should not be so difficult. But it all begins with someone teaching us. Financial independence begins with financial education, which begins with financial literacy. We are in the business to assist our clients become properly protected, debt free and financially stable. There is so much more than just investments and RRSP’s when it comes to achieving your goals. Together we will provide you with a strong, credible and experienced service to get you on the road to reaching your financial goals. I have the ability to look at all aspects of an individuals situation and then customize for proper protection, savings, and investing. I also have the ability to refer my clients to debt relief specialists that can assist with budgeting strategies. It is also important to me to ensure my services are available to clients and their friends in a low risk environment. I can be reached at (403) 860-2172. Let’s connect and have a chat, and see where it goes!

Kelly Monroy

I am an experienced financial planner, and currently own and operate my own Agency under the name of...
Calgary, Alberta, Canada

*50 free lookup(s) per month.

No credit card required.

Kelly Monroy’s Email kelly@wwwash.com

Kelly Monroy’s Phone Numbers

Get KELLY’s Phone Number (For Free)

Social Media

Kelly Monroy’s Location Calgary, Alberta, Canada

Kelly Monroy’s Current Industry Autocleaners Truck And Car Wash Blue Sky Car Wash Edmonton Transamerica Financial Advisors Wwwash

Kelly Monroy’s Prior Industry The Home Depot

Not the Kelly Monroy you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

Work Experience

Autocleaners Truck And Car Wash

Owner

2023-01-01 00:00:00 - Present

Blue Sky Car Wash Edmonton

Co-Owner

2020-08-01 00:00:00 - Present

Transamerica Financial Advisors

Investment & Insurance Advisor

2018-08-01 00:00:00 - Present

Wwwash

Vice President - Canadian Operations

2017-10-01 00:00:00 - Present

The Home Depot

Sales Specialist

2014-12-01 00:00:00 - 2017-09-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Kelly Monroy

Kelly Monroy is located at
Calgary, Alberta, Canada

Kelly Monroy is a I am an experienced financial planner, and currently own and operate my own Agency under the name of Monroy & Associates Wealth Management, since 2018. I find my career very rewarding and look forward to helping others attain the same success I have achieved! I see that in today’s society, so many people neglect taking an active interest in their financial future. Sadly, many individuals lose out because they are unaware of the options that are available to them, because of the lack of financial literacy in Canada. No matter how knowledgeable or experienced, financial education is a key aspect that everyone should be taught. As a financial planner, I take great pride in the success of my clients and have always had great enthusiasm and passion for what I do. I believe that in order to reach your Financial Goals you must clearly define those goals. I can then back engineer a plan to get you to reach your goals and make them attainable. With my passion being financial education, my goal is to help people understand the financial industry. Something that is so important in our everyday lives, should not be so difficult. But it all begins with someone teaching us. Financial independence begins with financial education, which begins with financial literacy. We are in the business to assist our clients become properly protected, debt free and financially stable. There is so much more than just investments and RRSP’s when it comes to achieving your goals. Together we will provide you with a strong, credible and experienced service to get you on the road to reaching your financial goals. I have the ability to look at all aspects of an individuals situation and then customize for proper protection, savings, and investing. I also have the ability to refer my clients to debt relief specialists that can assist with budgeting strategies. It is also important to me to ensure my services are available to clients and their friends in a low risk environment. I can be reached at (403) 860-2172. Let’s connect and have a chat, and see where it goes!

Kelly Monroy currently works in the Autocleaners Truck And Car Wash | Blue Sky Car Wash Edmonton | Transamerica Financial Advisors | Wwwash |

No Languages Available

Kelly Monroy has prior
experience in the following industries:
The Home Depot

Kelly Monroy has the following professional experience:
Autocleaners Truck And Car Wash | Blue Sky Car Wash Edmonton | Transamerica Financial Advisors | Wwwash | The Home Depot