facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Our services

We believe in placing our clients
best interests first

We tailor our wealth management planning to each individual
Talk to us about the ”Kelson wealth management lifestyle program”


Financial Planning

Retirees

Learn More


Financial Planning

Family Wealth

Learn More


Financial Planning

Corporate Executive

Learn More


Financial Planning

Entrepreneurs

Learn More

INVESTMENT MANAGEMENT

Mutual funds are offered through Manulife Securities Investment Services Inc., we can build portfolios based on the science of capital markets and decades of research. 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.

  • Defining your investment objectives and implementing the appropriate asset allocation
  • Creating your Investment Policy Statement and managing your portfolio within its guidelines
  • Monitoring your performance and adjusting your allocations as necessary



RISK MANAGEMENT

PROTECT AND OPTIMIZE YOUR WEALTH…

Insurance products and services are offered through Kelson Financial Planner Inc., we work with the world’s largest financial institutions to provide you with the appropriate risk management strategies to meet your individual objectives. As your goals develop and change, so will our approach to your risk management needs. Kelson is committed to helping you protect your wealth by identifying risks and putting a plan in place to protect you against them