We tailor our wealth management planning to each individual

Talk to us about the ”Kelson wealth management lifestyle program”

Financial planning
Retirees
Read more
Financial planning
Retirees
Financial planning
Family wealth
Read more
Financial planning
Family wealth
Financial planning
Corporate executive
Read more
Financial planning
Corporate executive
Financial planning
Successful entrepreneurs
Read more
Financial planning
Successful entrepreneurs
icon-stats

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
mac

icon-cal

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