Whether you are already retired, retirement is around the corner or it is years away, we can plan accordingly. Many people worry that they will not have enough money to retire or will outlive their money. A strong belief in markets frees us to think differently about investing. Advances in research and technology inform our investment strategies and keep us responsive to evolving markets and client needs.
Kelson is committed to helping you protect your wealth by identifying risks and putting a plan in place to protect you against them. As your goals develop and change, so will our approach to your risk management needs. Send us your contact details and we will work with you to determine your personalized financial goals.
Kelson is committed to helping you protect your wealth by identifying risks and putting a plan in place to protect you against them. As your goals develop and change, so will our approach to your risk management needs. Send us your contact details and we will work with you to determine your personalized financial goals.
Services
Glenn Kelly and Sonny Wadera founded Kelson Financial in 2004. They strive to meet the highest standards of both service and expertise for their clients through Manulife Securities Investments Services Inc. The synergy created by different styles and identical values has been a winning formula of which they are both proud.
We discovered a better way. At Kelson Financial, we take a conservative investment approach towards wealth management. Learn about our "Wealth Management Lifestyle programs". Kelson Financial brings order, direction, stability and confidence to your personal finances. Our disciplined process ensures your financial situation is understood, implemented and adjusted in accord with life events.
Mutual funds are offered through Manulife Securities Investment Services Inc., we can build portfolios based on the science of capital markets and decades of research. A strong belief in markets frees us to think differently about investing. Advances in research and technology inform our investment strategies and keep us responsive to evolving markets and client needs.
We started Kelson Financial because we discovered that Canadians were investing and planning with emotion, not based on evidence. We discovered a better way. At Kelson Financial, we take a conservative investment approach towards wealth management. For our clients, we work diligently to earn their trust and even harder to keep it.
Whether you are already retired, retirement is around the corner or it is years away, we can plan accordingly. Many people worry that they will not have enough money to retire or will outlive their money. As people are healthier and living longer, this is a growing concern. Examining different sources of income, including government plans, pension plans and financial assets in the most tax-efficient way.
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