Our team is dedicated to providing the very best insurance, investment and wealth management solutions to Canadian healthcare professionals and their families. Our deep understanding of the financial needs of our clients allow us to provide customized and specialized service, tailored to your unique needs.
Kelson DMD
Our Team of Advisors
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DR. LLOYD FLANAGAN
FINANCIAL SECURITY ADVISOR
DR. LLOYD FLANAGAN
FINANCIAL SECURITY ADVISOR WITH KELSON FINANCIAL
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.
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JEREMY KELLY, F.Pl.
FINANCIAL PLANNER
JEREMY KELLY F.Pl.
FINANCIAL PLANNER WITH KELSON FINANCIAL
DEALER REPRESENTATIVE WITH MANULIFE SECURITIES INVESTMENT SERVICES INC.
After graduating with an Accounting degree from Carleton University in 2019, Jeremy didn’t skip a beat to begin pursuing his dream of following in his father’s footsteps to offer the highest quality services to valued clients while finding new ways to add value to their clientele.
Having witnessed first-hand the impact Glenn’s work had on the livelihood and success of his clients, Jeremy developed a deep understanding of what can be gained from proper financial planning. When he’s not working alongside Glenn & Sonny, Jeremy works with young professionals & entrepreneurs focusing on meeting their investment objectives and insurance needs to help them get a head start on their financial journey.
As a competitive athlete, Jeremy is always striving to better himself and motivate those around him. He enjoys sports, wine and travelling.
Investment inquiries:
jeremy.kelly@manulifesecurities.ca
General inquiries:
jeremy@kelsonfinancial.ca
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GLENN KELLY, F.Pl., C.L.U.
FINANCIAL PLANNER
GLENN KELLY, F.Pl., C.L.U.
FINANCIAL PLANNER WITH KELSON FINANCIAL
DEALER REPRESENTATIVE WITH MANULIFE SECURITIES INVESTMENT SERVICES INC.
Glenn is a co-founding Partner & Financial Planner at Kelson Financial and a Dealer Representative at Manulife Securities Investment Services Inc. After graduating from McGill University in 1986 with a Bachelor of Commerce, Glenn started his career at London Life. In 1992, he obtained his Certified Life Underwriter and Certified Financial Planner designations. He sat on advisory boards for Manulife for many years and is on the board of Directors of Asia’s Hope.
In 2004, Glenn and his business partner Sonny Wadera created Kelson Financial with the goal of providing the highest standard of service and independent advice to their clients. With a dedicated team who share that passion for excellence and the next generation on board, the future is exciting!
Glenn and his wife Chantal have been married for 25 years and have three amazing children: Jeremy, who has joined the firm in 2020, and Kaitlin & Cassidy who are currently pursuing their university education. They support a variety of charities and especially love those helping children so in 2005, they started Asia’s Hope, an orphan home for hill tribe children at risk of sexual exploitation in Chiang Mai. Many years and trips later, the project is thriving and it is a huge blessing to all whose lives have been changed. Glenn has diverse interests from learning Italian and magic tricks to cycling, travelling, food and wine.
Investment inquiries:
glenn.kelly@manulifesecurities.ca
General inquiries:
glenn@kelsonfinancial.ca
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SONNY WADERA, MBA
FINANCIAL SECURITY ADVISOR
SONNY WADERA, MBA
FINANCIAL SECURITY ADVISOR WITH KELSON FINANCIAL
DEALER REPRESENTATIVE WITH MANULIFE SECURITIES INVESTMENT SERVICES INC.
Sonny Wadera is a co-founding partner at Kelson Financial and has been a Financial Securities Advisor since 1995. He is focused on meeting clients’ investment goals and objectives. 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 created Kelson Financial, built on their shared belief that Canadians were investing and planning with emotion, not based on evidence. Together they discovered a better way and 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 design, travel, food and wine.
Investment inquiries:
sonny.wadera@manulifesecurities.ca
General inquiries:
sonny@kelsonfinancial.ca