We started Kelson Financial because we discovered that Canadians were investing and planning with emotion, not based on evidence. We discovered a better way. At Kelson Financial, we take a conservative investment approach towards wealth management. For our clients, we work diligently to earn their trust and even harder to keep it. We welcome the opportunity to discuss how to solve complex wealth management problems.
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How Much Income Do You Need in Retirement?
Dimensional a different kind of global investment management firm.
Kelson Corporate Video
We believe in keeping our clients informed on important news and information that can impact their financial well-being.
Our resource center contains a variety of research, commentary, articles of interest, quarterly reports and financial
news that will help put matters into perspective.
Sailing the tides
Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.
Please find attached our latest Quarterly Reports