Our team is dedicated to providing the very best Financial Planning and Insurance 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 Financial
Our Team of Advisors
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DR. LLOYD FLANAGAN
FINANCIAL SECURITY ADVISOR
DR. LLOYD FLANAGAN
FINANCIAL SECURITY ADVISOR WITH KELSON DMD FINANCIAL
Lloyd Flanagan is a financial security advisor at Kelson DMD Financial, focused on providing his clients with comprehensive risk management, insurance services and career planning. Prior to joining Kelson in 2014, Lloyd spent 30 years as a dentist and business owner, after graduating 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 the cottage on the tractor, skiing, biking and on the golf course. He is passionate about his new career, as it allows him the opportunity to work with other dentists, doctors, students, and business owners in securing their futures and achieving their career goals. His medical background brings an extra level of knowledge in dealing with the complexity of applications and managing any health issues that arise.
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JEREMY KELLY, F.Pl.
FINANCIAL PLANNER
JEREMY KELLY F.Pl.
FINANCIAL PLANNER WITH KELSON DMD FINANCIAL
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.
When he’s not working alongside Glenn & Sonny, Jeremy works with young professionals & entrepreneurs focusing on meeting their investment objectives 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.
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GLENN KELLY, F.Pl., C.L.U.
FINANCIAL PLANNER
GLENN KELLY, F.Pl., C.L.U.
FINANCIAL PLANNER WITH KELSON DMD FINANCIAL
Glenn is a co-founding Partner & Financial Planner at Kelson Financial. 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. 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 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 almost 30 years and have three amazing children: Jeremy, who has joined the Kelson team as a financial planner in 2020, and Kaitlin is a multimedia artist who also works in the marketing & 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.