Business Details
22 Years
experience
Your Trusted Partner for Financial Planning & Wealth Management
Kelson Financial is an independent, relationship-driven wealth management team dedicated to providing clients with a clear path to financial well-being. Founded in 2004 by Glenn Kelly and Sonny Wadera, our firm combines decades of industry experience with a commitment to personalized service. We specialize in creating customized financial plans tailored to each client's unique goals, leveraging a conservative yet creative approach to wealth management. Our team prioritizes holistic integration, investment selection, asset allocation, and risk management while emphasizing education and objective feedback. We serve Canadian healthcare professionals and their families, offering comprehensive solutions for retirement planning, estate strategies, and multigenerational wealth transfer.With a focus on trust, transparency, and long-term client relationships, we strive to be a reliable partner in navigating complex financial landscapes. Our adherence to ethical standards and dedication to continuous innovation ensures clients receive both expertise and peace of mind. By coordinating with trusted professionals and utilizing integrated technology, we deliver convenient, client-centric services designed to adapt to evolving needs.
Services
Investment Solutions
Financial Planning
Insurance Solutions
Retirement Planning
Estate Planning
Tax Strategies
Risk Management
Asset Allocation
Legacy Planning
Multigenerational Planning
Details
- Year established: 2004
Highlights and features
- We create customized financial plans tailored to healthcare professionals' unique needs.
- Our team combines 20+ years of industry experience with innovative wealth management strategies.
- We prioritize holistic financial planning, including tax-efficient and legacy-focused solutions.
- Our conservative investment approach emphasizes risk management and long-term stability.
- We offer coordinated services with trusted professionals for comprehensive client support.
Associations and certifications
- Canadian Investor Protection Fund
- Canadian Investment Regulatory Organization
Services
Investment Solutions
Our investment solutions combine conservative strategies with creative approaches to optimize financial growth. We focus on asset allocation, risk management, and income strategies tailored to individual client profiles. By continuously monitoring market trends and adjusting portfolios, we help clients achieve long-term stability while aligning with their unique financial goals and risk tolerance levels.
Retirement Planning
We design comprehensive retirement plans that address income sustainability, tax efficiency, and lifestyle preservation. Our approach includes analyzing current assets, projecting future needs, and implementing tax-advantaged strategies. By integrating estate considerations and legacy goals, we ensure clients transition into retirement with confidence and financial security.
Estate Planning
Our estate planning services focus on preserving wealth across generations through strategic gifting, trust structures, and legal documentation. We collaborate with legal professionals to create seamless transfer plans that minimize tax liabilities while honoring clients' philanthropic and family-oriented objectives.
Risk Management
We identify and mitigate financial risks through diversified investment strategies and insurance solutions. Our analysis covers market volatility, healthcare costs, and business continuity threats. By implementing tailored safeguards, we protect clients' assets and ensure long-term financial resilience against unforeseen circumstances.
Tax Strategies
We develop tax-efficient plans that maximize savings and minimize liabilities through strategic investment vehicles and retirement accounts. Our approach includes analyzing income streams, capital gains, and estate implications to create legally compliant solutions that enhance overall financial outcomes.
People
Glenn Kelly
Co-Founder
Co-founder with 20+ years of experience in wealth management, specializing in investment strategies and client-focused financial planning for healthcare professionals.
Sonny Wadera
Co-Founder
Co-founder dedicated to holistic financial solutions, combining expertise in estate planning and multigenerational wealth transfer strategies for Canadian healthcare professionals.
Questions
What services does Kelson Financial Financial offer?
We provide investment management, retirement planning, estate strategies, tax optimization, and risk management tailored to healthcare professionals' unique needs.
How do you customize financial plans for clients?
We analyze individual goals, risk tolerance, and career stages to create personalized plans that evolve with clients' changing financial landscapes.
Do you work exclusively with healthcare professionals?
Yes, our expertise focuses on Canadian healthcare professionals, addressing their specific financial challenges and opportunities.
How are investment decisions monitored?
We continuously review portfolios and adjust strategies based on market conditions and clients' evolving financial objectives.
What sets Kelson Financial Financial apart from competitors?
Our healthcare industry specialization, conservative investment approach, and commitment to multigenerational wealth planning differentiate our client-centric services.
