Continuity in your wealth plan 

Welcome to our website! We're Dave Kelley and Chelsey McShane, the father-daughter duo behind The Kelley-McShane Investment Group. Our team has grown through three generations of financial advisors at RBC and we’re thrilled that you’ve landed here to take the first steps in achieving your financial goals.

Where steadfast experience meets contemporary investment strategies

Dave joined his father, Frank Kelley in this practice nearly 30 years ago and has loved dedicating his professional life to helping clients prepare for retirement and accumulate wealth. Chelsey joined the team in 2020 and is eager to bring a fresh perspective to client portfolios while keeping up with fiduciary best practices.

Our team has a vested interest in our clients’ growth, success, and the continuity of the plans we create. Our team’s growth allows us to better serve you and create a more comprehensive wealth plan for you and your family. We prioritize your needs, wants, and wishes for your financial future with our ultimate goal of being your ally in financial success.

Your wealth and our investment philosophy

Finding the right financial advisor is not as simple as picking a few good stock ideas. We believe it’s a relationship that gives you confidence in the ability to meet your goals. You’ve put in the work to accumulate wealth, it’s our job to show you options for how to manage it prudently and according to your goals. We’ll help you identify your investment objective and then build a plan with the asset allocation that fits your personal preferences and the ever-changing financial environment. It’s not our job to tell you what to do with your money - it’s our job to show you the options and help you understand which strategies best match your goals. We’ll review your portfolio’s performance together and guide you towards the scenarios that satisfy your needs.

We invite you to reach out to us with any questions. We look forward to meeting you!

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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