Our Services
Retirement Planning
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.
Investment Management
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.
Risk Management
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.
Our firm is protected and registered with the Autorité des Marchés Financiers and the Financial Services Commission of Ontario.
Our Mutual Funds are offered through Manulife Securities Investment Services Inc.