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About us

A conservative investment approach to
wealth management

YOUR COMPLETE FINANCIAL PICTURE

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.


Glenn Kelly Photo
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Glenn Kelly

Dealer Representative, Manulife Securities & Financial Security Advisor, Kelson

Glenn Kelly

Dealer Representative, Manulife Securities & Financial Security Advisor, Kelson

Glenn Kelly is a Dealer Representative at Manulife Securities and a partner at Kelson Financial. After graduating from McGill University in 1986 with a Bachelor of Commerce degree, Glenn started working at London Life. In 1992, he obtained his Certified Life Underwriter and Certified Financial Planner designations.
In 2004, Glenn and his partner Sonny Wadera started Kelson Financial. Glenn and his wife Chantal are very active in running Asia’s Hope, an orphanage in Chiang Mai, Thailand. All of the children in the orphanage are sponsored by clients and friends, and it has been a blessing watching children’s lives being transformed! Glenn and Chantal have been married for 19 years and have three great children: Jeremy, Kaitlin and Cassidy who are currently pursuing their education. Glenn’s interests include cycling, food, travel, wine and the odd magic trick.

Asia’s Hope slide show: what can happen when people believe!


Sonny Wadera Photo
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Sonny Wadera

Dealer Representative, Manulife Securities & Financial Security Advisor, Kelson

Sonny Wadera

Dealer Representative, Manulife Securities & Financial Security Advisor, Kelson

Sonny Wadera is a partner at Kelson Financial and has been a financial securities advisor since 1995. He is focused on meeting clients’ individual investment goals and objectives. Sonny graduated with a Bachelor of International Business degree from Concordia University in Montreal.

In 2002, while maintaining his practice, Sonny fulfilled his father’s dream for him and received his Masters of Business Administration degree (MBA) from the University of Ottawa. In 2004, Sonny and Glenn started Kelson Financial and they continue to strive to meet the highest standards of both service and expertise for their clients. Sonny has sat on multiple advisory boards for Manulife Securities, Manulife Wealth Management and Manulife Bank. Sonny lives in Montreal with his son Jayden. An avid golfer, his other interests include travel, food and wine.


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Samuel Cohen-Scali

Financial security advisor, Kelson

Samuel Cohen-Scali

Financial security advisor, Kelson

Sam Cohen-Scali partnered with Kelson Financial as a Financial Securities Advisor in 2013 and is committed to providing his clients with customized risk management, tax and estate planning services. After graduating from Concordia University with a B.A Specialization in Actuarial Sciences in 1995, Sam began his career at Guerling Global. He then held actuarial positions at Manulife Financial, Aetna Life, NN Financial and Equinox Financial. Following Equinox, Sam worked as a Regional Director for RBC Insurance, managing the High Net Worth division of Life Insurance and Estate Planning. Since 2004, Sam has been an independent Financial Services Advisor, servicing high net worth families across Canada. He also works as a consultant for other insurance advisors on advanced life insurance and estate planning cases.

Sam and his wife Karine are very active in philanthropic causes, helping their community and those in need. Sam and Karine have been happily married for 17 years and have three smart and beautiful girls; Anna, Abigael and Gabrielle.

Sam is a professional Martial Artist and has trained renowned professional athletes in the art of Muay Thai. His passion for the art has helped him become disciplined and focused in meeting the needs and objectives of his clients.



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Carla Wojciechowski

Dealer Representative, Manulife Securities & Financial Security Advisor, Kelson

Carla Wojciechowski

Dealer Representative, Manulife Securities & Financial Security Advisor, Kelson

Carla Wojciechowski is a Dealer Representative with Manulife Securities Investment Services Inc., at Kelson Financial, focusing on advising and implementing estate planning, retirement planning, risk and investment management solutions for her clients as part of their complete financial plan.

For 10 years prior to becoming a Financial Security Advisor, Carla was an integral part of the Kelson team in her role of Office Manager and Marketing Assistant. She has been licensed in Insurance of Persons and has been able to offer mutual funds since 2004. In 2001, she earned a business degree from Dawson College, Montreal. Her free time is spent on a variety of activities including playing pool, gardening, dancing and skiing. She also has a fondness for great food and wine.



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Lloyd Flanagan

Financial Security Advisor, Kelson

Lloyd Flanagan

Financial Security Advisor, Kelson

Dr. Lloyd Flanagan is a financial security advisor at Kelson Financial, focused on providing his clients with complete financial services in the areas of risk management, investment management and financial planning. Prior to joining Kelson in 2014, Lloyd spent 30 years as a dentist and business owner, after having graduated with a Doctorate of Dental Surgery from McGill University. He also spent 8 years as an associate professor at McGill’s Faculty of Dentistry, where he taught third and fourth year dental students.

Lloyd is a busy family man, who enjoys spending time at his cottage on the tractor and on the golf course. He is passionate about his new career, as it allows him the opportunity to work with other dentists, students and business owners in securing their futures and achieving their financial goals.