Rob Kelland is the founder and leader of the Kelland Portfolio Management Group. Rob is a Director of Wealth Management and Portfolio Manager, which allows him to manage assets on a discretionary basis. In 1984, Rob joined ScotiaMcLeod and has been with the firm for his entire career. Rob holds an Economics degree from Wilfrid Laurier University, has earned his CIM® designation and is also a Fellow of the Canadian Securities Institute. Rob focuses on researching and monitoring the Kelland Wealth Management Group’s investment selections, and meets with our clients daily. Rob has been interviewed by the Globe & Mail Report on Business, and several other national industry publications. When Rob is not busy analyzing stocks or managing his team, he enjoys running, bike riding, the London Knights, and helping many charities in the London community.
After completing his Bachelor of Commerce degree, David spent two and a half years working in the Canadian Arctic, gaining valuable experience in the mining industry. A strong advocate of life-long learning, he returned to university to complete an MBA. Immediately upon graduation in 1984, he joined McLeod Young Weir and has been an investment advisor for thirty years working closely with individuals, families, large corporations and foundations. David is committed to offering opportunities to all in the community through his relationships with Mission Services, the Salvation Army and the YMCA Strong Kids Campaign.
Nicole joined ScotiaMcLeod in 1994 and began working with the Kelland Portfolio Management Group in 1997, which makes her the Team’s longest standing member. In her spare time, Nicole enjoys an active yoga practice.
Natalie attended Western University where she received an Honours Bachelor of Science Degree in Statistics and Actuarial Science. Natalie joined the Kelland Portfolio Management Group in June 2001 after four years of previous experience in the financial services industry. In her spare time, Natalie enjoys volunteering in our community.
Talea began her career in the investment industry in 1999, and joined ScotiaMcLeod in 2001. She is committed to giving back to the community and is very actively involved in several charitable organizations. Talea loves spending time with her family, and she also enjoys running. She often spends her spare time being outdoors, or curled up with a good book.
Patty attended Western University where she received a Degree in Economics. She later attended Wilfrid Laurier University for Marketing and Business courses. Patty joined the Kelland Portfolio Management Group in December 2008 after 25 years of previous experience in the financial services industry.
Lee graduated from Western University with a Bachelor of Arts Degree in English Language & Literature. She was hired by ScotiaMcLeod in 1993, and joined Rob’s team the following year. When her children were young, Lee stayed at home full time to care for them. She re-joined the team in 2008. Lee enjoys yoga, chocolate mint ice cream, and spending time with her boys.
Nancy has been involved in the investment industry for many years, originally starting with McLeod Young Weir in 1979. Numerous Compliance and Business Development upgrades have allowed her to remain up to date on industry changes and regulations. By committing to the team’s investment principles and by providing clients with her superior level of service, Nancy has developed strong relationships of trust and brings added value to the team’s Wealth Management offering.
Both Nancy and her husband, Larry, work from their home in the Highlands East (Algonquin Park) community, where they share a hobby farm. She fills her spare time with animal rescue, western riding, back-packing, kayaking, gardening and volunteering for the local outreach/food bank organizations.
Sarah began her career with the Scotiabank Group in 2004. She moved to the Kelland Portfolio Management Group at ScotiaMcLeod in February 2008. Sarah enjoys spending time outdoors and walking her dogs.
After working in the financial services industry for over ten years, Tammy was hired by ScotiaMcLeod in October 2003 and later joined the Kelland Portfolio Management Group in September 2006. Tammy plays an integral role on the team by focusing on the day-to-day administrative operations for our clients. Tammy is a graduate of Fanshawe College. In addition to spending time with her husband and two boys, Tammy loves to scrapbook and volunteer in the community.
Adam has lived in London all of his life and is a recent graduate of Western University. Adam first started working at ScotiaMcLeod part-time at the beginning of 2013, during his fourth year of university. When his degree was complete, he permanently joined the team. Outside of work Adam loves cooking for family and friends, and keeping up with the world of cars.
Alex graduated from Conestoga College with an advance diploma in Financial Planning . She has spent over 5 years in the financial services industry and started with the Kelland Portfolio Management Group in 2017. Alex enjoys gardening, traveling and hanging out with her dog Ellie.
Luke began his career in the industry in 2014 and joined Scotia Wealth Management in 2016. He joined the Kelland Portfolio Management Group in 2017. Luke has his CFP designation and is working towards his CIM. He is a regular volunteer in the community with a passion for helping others. A self-described “numbers guy”, he fell in love with baseball statistics and is fanatic of his beloved Toronto Blue Jays. As a scratch golfer any spare time that is not being spent with family is on the links!
Debby has been in the industry for 33 years and joined our team in July 2017. She has been with ScotiaMcLeod for 18 years. Debby has two grown children and recently a new grand-baby. In her spare time she enjoys gardening and going to the gym.
Sara graduated from the University of Windsor in 2006 with a Bachelor of Commerce degree with a concentration in accounting. She continued on to pursue her designation as a Chartered Accountant and was honored with the designation in 2010. Over the years Sara has gained a vast knowledge in corporate, personal and estate tax, financial planning as well as investment knowledge. In 2017 she achieved her Trust and Estate Practitioners designation and continues to develop her knowledge through external programs. Sara is an avid volunteer in the London Community in numerous roles, and is currently the President of Board of Director’s for Epilepsy Southwestern Ontario. Sara enjoys fishing, running, soccer and vegetable gardening.
Tyler graduated from Brock University with a Bachelor’s degree in Business Administration with a concentration in Finance. He has spent over 6 years in the financial service industry and started with the Kelland Portfolio Management Group in 2018. In his spare time, Tyler enjoys an active lifestyle of golf, hockey, biking, and skiing and snowboarding.