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Our services

We believe in placing our clients
best interests first

OUR WHY

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.

OUR PROCESS

Learn about our “Wealth Management Lifestyle programs”.
Kelson Financial brings order, direction, stability and confidence to your personal finances.
Our disciplined process ensures your financial situation is understood, implemented and adjusted in accord with life events.


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Establishing Order..

At our initial meeting, we will take an inventory of your current financial situation.

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Finding Direction…

We will present to you the best course of action in the form of a detailed financial plan.

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Instilling Confidence…

We stay in touch with our clients to ensure they are comfortable and confident in the financial decisions we have made.

 LEARN MORE ABOUT OUR UNIQUE PROCESS AND HOW WE’LL WORK TOGETHER TO REACH YOUR GOALS.