KELLEY DOERKSEN
CFP ®, CIM ®, TEP ®
Partner – Certified Financial Planner®
Associate Portfolio Manager at Blackburn Davis Wealth of Aligned Capital Partners
Kelley’s interest in all things finance began at the young age of 14 when she asked for and happily received a subscription to the “Economist” for her birthday. Kelley loves the work that she does, and feels fortunate to work with successful, intelligent and caring clients every day. This is truly her dream job. Kelley’s been part of the Blackburn Davis Financial Team since 2013 and is a partner at the firm.
Kelley holds the Certified Financial Planner (CFP ®) designation, Chartered Investment Manager (CIM ®), and is a member of the Society of Trust and Estate Practitioners, earning her TEP ® designation in 2024. Kelley is passionate about helping people achieve their wealth and legacy objectives.
Securities/Investment products are provided by Aligned Capital Partners Inc. Click here for more information.
What are your retirement dreams?
A move to BC so I can ski all winter and garden all spring/summer in a milder climate zone.
What’s your favourite local restaurant?
Uccellino & Red Ox Inn.
If you could travel anywhere in the world, where would it be?
Burgundy, the Rhone Valley and Alsace. I also want to try the Marathon du Medoc (half version)!
Best spot you’ve travelled to?
Anything classed as “Wine Country”. Napa & Sonoma are favourites, but Canada has absolute gems also. I love Niagara on the Lake & the Okanagan – both have tremendous beauty, with plenty of local vineyards & small producers.
What is your favourite ice cream flavour?
Vanilla ice cream with crunchy peanut butter.
I can’t live without…
My kids’ hugs, running outside, immersion blender, and double espressos made at home.
PLAN. COORDINATE. COMMUNICATE.
DISCLAIMER: Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Blackburn Davis Wealth, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Blackburn Davis Wealth and covered by the CIPF. Financial planning and insurance services are provided through Blackburn Davis Financial. Blackburn Davis Financial is an independent company separate and distinct from ACPI/Blackburn Davis Wealth.
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