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