Kelson Wealth Management is a relationship-driven wealth management team that navigates clients on a path to financial health. Our disciplined approach to understanding, creating and implementing a personalized plan are based on our clients' goals. We focus on financial planning, wealth management, banking, risk management and estate planning services. Turning financial commodities into value-added strategies is what we do best.
ABOUT GLENN KELLY
Glenn Kelly is a senior mutual funds advisor at Kelson Wealth Management and iA Private Wealth. After graduating from McGill University in 1986 with a Bachelor of Commerce degree, Glenn started working at London Life. In 1992, he obtained his Certified Life Underwriter designation. In 2004, Glenn and his partner, Sonny Wadera started Kelson, based on their shared commitment to strong family values, professionalism and a passion for their vocation.
Glenn and his wife Chantal are very active in running Asia’s Hope, an orphanage in Chiang Mai, Thailand. All of the children in the orphanage are sponsored by clients and friends, and it has been a blessing to watch the orphanage grow.
ABOUT SONNY WADERA
Sonny Wadera is a senior mutual funds advisor at Kelson Wealth Management and iA Private Wealth. Sonny graduated with a Bachelor of International Business degree from Concordia University in Montreal. In 2002, Sonny received his Masters of Business Administration degree (MBA) from the University of Ottawa. In 2004, Sonny and Glenn started Kelson and they continue to strive to meet the highest standards of both service and expertise for their clients.
For more information on Kelson Financial, please contact us at (514)286-8811
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 1500 Du College, Suite 300,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- kelsonfinancial.ca
- HQ
- St. Laurent, Quebec
- Competitors
- De Thomas Wealth Management, Cumberland Private Wealth Management Inc., FORTÜNA Wealth Management, Sovereign Wealth Management Inc, Antares Wealth Management, Blue Bridge Wealth Management Inc & Family Office Services, iA Private Wealth, Ralph Zeidan Wealth Management, Rothenberg Wealth Management - Harbourfront Wealth Management, Weston Wealth Management.
Kelson Wealth Management Questions
Kelson Wealth Management's website is kelsonfinancial.ca
Kelson Wealth Management's LinkedIn profile is https://ca.linkedin.com/company/kelson-wealth
Kelson Wealth Management has
15 employees.
View email and phone details for 15
employees at Kelson Wealth Management.
Kelson Wealth Management's industry is
Financial Services
Kelson Wealth Management's top competitors are
De Thomas Wealth Management,
Cumberland Private Wealth Management Inc.,
Fortüna Wealth Management,
Sovereign Wealth Management Inc,
Antares Wealth Management,
Blue Bridge Wealth Management Inc & Family Office Services,
Ia Private Wealth,
Ralph Zeidan Wealth Management,
Rothenberg Wealth Management - Harbourfront Wealth Management,
Weston Wealth Management.
Kelson Wealth Management's categories are Financial Services
Kelson Wealth Management's founding year is 2004
