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Meet Us

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, F.Pl., C.L.U. Photo
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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

 514.286.8811 ext.100


SONNY WADERA, MBA Photo
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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

 514.286.8811 ext.102

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SAMUEL COHEN-SCALI Photo
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SAMUEL COHEN-SCALI

FINANCIAL SECURITY ADVISOR

SAMUEL COHEN-SCALI

FINANCIAL SECURITY ADVISOR WITH KELSON FINANCIAL


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.

 samuel@kelsonfinancial.ca


CARLA WOJCIECHOWSKI Photo
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CARLA WOJCIECHOWSKI

FINANCIAL SECURITY ADVISOR

CARLA WOJCIECHOWSKI

FINANCIAL SECURITY ADVISOR WITH KELSON FINANCIAL

DEALER REPRESENTATIVE WITH MANULIFE SECURITIES INVESTMENT SERVICES INC.


Carla Wojciechowski is a Financial Security Advisor at Kelson Financial and a Dealer Representative with Manulife Securities Investment Services Inc.

Carla is known for her approachability and care in building long-term relationships with her clients to help them navigate the different stages of their lives; purchasing homes, having children, building businesses and reaching retirement goals. Her 17 years of experience at Kelson allow her to help with the unique needs of each individual or business.

Her hobbies include skiing, camping, gardening, playing pool and spending time with her husband and pet birds.

Investment inquiries:  carla.wojciechowski@manulifesecurities.ca
General inquiries:  carla@kelsonfinancial.ca

 514.286.8811 ext.103


DR. LLOYD FLANAGAN Photo
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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.

 lloyd@kelsonfinancial.ca
 514.983.7311


JEREMY KELLY, F.Pl. Photo
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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

 514.286.8811 ext.105


CAROLYN CARR Photo
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CAROLYN CARR

MARKETING ASSISTANT

CAROLYN CARR

MARKETING ASSISTANT WITH KELSON FINANCIAL


Carolyn is a Marketing Assistant at Kelson Financial, having worked in the insurance business for 32 years. She joined the Kelson team as in 2007. Carolyn began her career at Integrated Financial Services in 1989 and had the privilege of working with Sonny’s parents, not knowing at the time that this would lead her to a career at Kelson with Glenn and Sonny. Working with Kelson’s clients is an honour and a privilege and Carolyn is committed to providing the utmost level of service.

The mother of two teenage boys, she spends a lot of time in arenas and is a dedicated hockey Mom. With a passion for history, Carolyn is always in the know on the latest documentaries. She also enjoys spending time with her family at their cottage and travelling.

 carolyn@kelsonfinancial.ca
 514.286.8811 ext.106


ROSINA SCERBO Photo
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ROSINA SCERBO

OFFICE MANAGER & MARKETING ASSISTANT

ROSINA SCERBO

OFFICE MANAGER & MARKETING ASSISTANT WITH KELSON FINANCIAL

CLIENT SALES ASSISTANT, MANULIFE SECURITIES INVESTMENTS INC.


Rosie is the Office Manager and Marketing Assistant at Kelson Financial, having joined the team at its inception in 2004. As Office Manager she ensures the team has everything they need on hand to run smoothly and efficiently. As a Marketing Assistant, Rosie manages the daily inquiries and requests of the firm and its clients and she is dedicated to helping clients achieve their financial goals.

Prior to joining Kelson, Rosie worked at Sunlife Financial for five years in the Group Administrative Services department. She graduated from the John Molson School of Business with a Bachelor of Commerce in 2005, while working full time at Kelson. She also obtained her Mutual Fund licence in 2004.

Rosie lives with her husband of 15 years in Terrebonne. With a passion for music, she spends her free time doing a variety of activities including Zumba, singing and dancing. She also loves to travel.

Investment inquiries:  rosina.scerbo@manulifesecurities.ca
General inquiries:  rosina@kelsonfinancial.ca

 514.286.8811 ext.107

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LORENA MUTU Photo
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LORENA MUTU

MARKETING ASSISTANT

LORENA MUTU

MARKETING ASSISTANT WITH KELSON FINANCIAL

CLIENT SALES ASSISTANT, MANULIFE SECURITIES INVESTMENTS INC.


Lorena is a Marketing Assistant at Kelson Financial, committed to providing the highest quality of service and support to their clients. Born in Romania, she graduated with a Bachelor in Management degree in 2004 from Transilvania University in her hometown of Brasov.  She worked for eight years in the banking sector in Romania before immigrating to Canada in 2015. She joined the Kelson team as their Receptionist in 2016, which was the same year she became a Canadian resident. She began working as a Marketing Assistant with Glenn Kelly in 2018. Lorena also obtained her Life Insurance Licence and her Mutual Funds Licence in 2018.

In her free time, Lorena enjoys reading, yoga and working out but is also a big foodie and a wine lover.

Investment inquiries:  lorena.popa@manulifesecurities.ca
General inquiries:  lorena@kelsonfinancial.ca

 514.286.8811 ext.110


CHANTAL LAURIN Photo
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CHANTAL LAURIN

OPERATIONS MANAGER

CHANTAL LAURIN

OPERATIONS MANAGER WITH KELSON FINANCIAL


Chantal earned a Bachelors degree from Université du Québec à Montréal (UQAM) in 1991 while working as a Marketing Assistant at London Life. She continued her career at London Life, driven by her interest in working with people and the dynamics created by working in teams. It is also where she met Glenn, her husband of 25 years!

As she left the workforce to prioritize raising their three fantastic children, she took on the responsibility of managing Asia’s Hope’s funding & communications.

In 2012, ready for new challenges, Chantal joined Kelson Financial as Operations Manager. In her role she oversees the many aspects of the office including Information Technology, Human Resources, Payroll, Accounting and Translation Services. She is also the self-proclaimed social club planner!

Chantal loves travelling, painting, reading, spending time in nature and especially enjoys spending time with friends and family.

 chantal@kelsonfinancial.ca
 514.286.8811 ext.104


COSTIN POPESCU Photo
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COSTIN POPESCU

MARKETING ASSISTANT

COSTIN POPESCU

MARKETING ASSISTANT WITH KELSON FINANCIAL


Having graduated from Université de Montréal with a translation degree in 2014, Costin joined the Kelson team in 2017 as a Marketing Assistant. Through his expertise with languages, he is committed to providing great service to clients. Currently completing his certificates to become licensed, he is keen deepening his knowledge of insurance and investments.

In his spare time, Costin enjoys spending time in nature, camping, hiking, and reading.

 costin@kelsonfinancial.ca
 514.286.8811 ext.114


SAVTANTER WADERA, R.L.U. Photo
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SAVTANTER WADERA, R.L.U.

Financial Security Advisor

SAVTANTER WADERA, R.L.U.

Financial Security Advisor with KELSON FINANCIAL


Savtanter is a veteran Registered Life Underwriter Designation (RLU). She joined the Kelson team at its inception in 2004. She has been a member of the insurance industry since 1991 having advised clients for over 30 years on life insurance needs and solutions.

Prior to joining Kelson Financial, Ms. Wadera worked as an independent insurance advisor for Wadera Insurance since its beginning in 1991.

Ms Wadera lives in Ville Saint Laurent. She has a passion for walking, having completed several 60K+ charity walks for cancer. In her spare time, she enjoys yoga and cheering sports teams where her grandson plays basketball and football.

 savtanter@kelsonfinancial.ca
 514.286.8811 ext.101