Kelly Lindsey is the founder of Okanagan Wealth Management Group of Raymond James Ltd. and has been a trusted financial advisor for over 27 years. As a portfolio manager, she offers discretionary portfolio management—the leading edge of wealth management once reserved for only Canada’s wealthiest investors. By maintaining model portfolios where every client benefits from timely changes, she delivers disciplined growth strategies and defensive measures when markets are rough, giving clients confidence that their wealth is managed with clarity, care, and foresight. Recognized for her client‑first approach, Kelly has been named Best Financial Advisor in the Best of Penticton awards for five consecutive years (2021–2025).
Kelly began her career in finance after completing the Canadian Securities Course in 1998 and has been advising clients since 1999. She earned the Certified Financial Planner (CFP) designation in 2001, followed by the Financial Management Advisor designation in 2008. In 2009, she was awarded the Fellowship of the Canadian Securities Institute—one of the most prestigious credentials in the field. Most recently, she added the Chartered Investment Manager designation to her portfolio in 2022. Lifelong learning continues to fuel her professional growth and ensures she remains at the forefront of wealth management.
Clients often describe Kelly as a steady and supportive presence. From designing personalized financial plans to implementing and monitoring them, she explains complex concepts in a way that’s easy to understand. She stays in regular contact to ensure plans remain on track, and when adjustments are needed, she works collaboratively to explore options and make informed decisions. Her dedication to guiding clients with clarity and care has earned her the trust and loyalty of many—who often refer their friends and family to her team.
A proud second‑generation Pentictonite, Kelly enjoys photography, running, travelling, and home renovations with her husband Dave, their six children, and two grandchildren.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements.
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.