Kelli Melo
Sr. Financial Advisor at CIBC Imperial Service
Penticton, BC
Are you Kelli Melo?Claim this profile — free, 2 minutes
Area of specialty
- Comprehensive financial planning
- Generalist
- Credit counselling
- Debt management
- Divorce and separation
- Education planning
- Elder care
- Estate planning
- Inheritance
- Investment planning
- Retirement income management
- Socially responsible investing
- Retirement planning
- Tax planning
Kelli Melo's Reviews
Have you worked with Kelli before?
Leave a review to share your experience.
Soradin Review Score
0.0/5.0
0 Client Reviews
5 stars
0
4 stars
0
3 stars
0
2 stars
0
1 star
0
Loading reviews...
Are you Kelli? Claim your profile.
Related professionals
Also in Penticton, BC
- Chris HawkinsSenior Financial Consultant · Investors Group Financial Services Inc.
- Rachel LachmuthFinancial Planner · RBC Financial Planning
- Brad LeeSenior Financial Consultant · IG Wealth Management
- Bernard PerezFinancial Advisor · First West Credit Union, Valley First Region
- Steven TheimerPrivate Wealth Advisor · Aligned Capital Partners Inc.
- Nadine ThorntonCertified Financial Planner · IG Wealth Management
- Bruce BarkerCertified Financial Planner · IPC Investment Corporation
- Shelley WeisnerAccountant · S.A. Weisner & Co Inc.
- Robert Van AlphenSenior Wealth Advisor · CIBC Wood Gundy
- Vasco MarquesFinancial Planner · Royal Bank Financial Group
Same firm
- Ashish MahajanSr Financial Advisor
- Fabio MangiapaneFinancial Advisor
- Christine MeekmaSr. Financial Planner
- Rosemary MiglionicoFinancial Advisor
- Guanghao MingFinancial Advisor
- Patricia MansonSr. Financial Planner
- Dianna MuirSenior Financial Advisor
- Maya AlchidiacFp
- Arman AziziCommunity General Manager
- Rohan BhadoriyaCommunity General Manager - Imperial Service