Kelly O’Hagan
Kelly O’Hagan
Investment Associate – Worldsource Wealth Management Inc.
Kelly began her wealth management career in 1994, advancing through various roles over the years. In 2003 she obtained her securities registration and in 2016 she joined Point B Financial. In 2017, she completed the Wealth Management Essentials course, further enhancing her expertise.
As an Investment Associate, Kelly supports Carla in reviewing clients’ portfolios, developing and updating investment models, conducting product analysis, performing investment research, and assisting in the preparation of long-term financial plans. Carla leads these activities, with Kelly providing valuable support. Kelly also contributes insights on market trends, helping to enhance the overall client experience.
Kelly’s enthusiasm for spreadsheets is evident; she creates them to meticulously track client details and manage various office tasks. Her attention to detail and excellent memory ensures thoroughness in her work, leading us to believe she may have been a detective in a past life. A spreadsheet enthusiast, Kelly excels at organizing client details and managing client accounts with keen attention to detail.
Outside of work, Kelly enjoys daily walks, gardening, yoga, biking, reading, and being outdoors—especially near water.