Glenn P. Kelly

Glenn P. Kelly Email and Phone Number

Partner & Financial Planner at Kelson Financial Planners, Angel Investor @ Kelson Financial
Glenn P. Kelly's Location
Montreal, Quebec, Canada, Canada
Glenn P. Kelly's Contact Details

Glenn P. Kelly personal email

n/a
About Glenn P. Kelly

Glenn is a co-founding Partner & Financial Planner at Kelson Financial. After graduating from McGill University in 1986 with a Bachelor of Commerce, Glenn started his career at London Life. In 1992, he obtained his Certified Life Underwriter and Certified Financial Planner designations. Over the years, he sat on multiple advisory boards including Manulife Securities, Manulife Financial and Manulife Bank.In 2004, Glenn and his business partner Sonny Wadera created Kelson Financial with the goal of providing the highest standard of service and independent advice to their clients. With a dedicated team who share that passion for excellence and his son, Jeremy joining the firm, the future is exciting!At Kelson Financial Planners, we offer personalized and consolidated investment management, estate planning and wealth banking services. We are a solutions-based firm, focused on meeting your individual goals and objectives. We provide a transparent, disciplined and complete approach and do so with unequivocal passion and energy. We work closely with you to specifically tailor a complete financial picture.

Glenn P. Kelly's Current Company Details
Kelson Financial

Kelson Financial

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Partner & Financial Planner at Kelson Financial Planners, Angel Investor
Glenn P. Kelly Work Experience Details
  • Kelson Financial
    Financial Planner
    Kelson Financial Jun 1986 - Present
    Montreal, Canada Area
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Glenn P. Kelly Skills

Investments Banking Estate Planning Tax Advisory Strategic Planning Business Development Wealth Management Wealth Accumulation Wealth Preservation Planning Intergenerational Wealth Transfer Asset Allocation Finance Financial Advisory Financial Services High Net Worth Individuals Financial Planners Iras Investment Advisory Wealth

Glenn P. Kelly Education Details

Frequently Asked Questions about Glenn P. Kelly

What company does Glenn P. Kelly work for?

Glenn P. Kelly works for Kelson Financial

What is Glenn P. Kelly's role at the current company?

Glenn P. Kelly's current role is Partner & Financial Planner at Kelson Financial Planners, Angel Investor.

What is Glenn P. Kelly's email address?

Glenn P. Kelly's email address is gl****@****ties.ca

What schools did Glenn P. Kelly attend?

Glenn P. Kelly attended Mcgill University.

What are some of Glenn P. Kelly's interests?

Glenn P. Kelly has interest in Food, Travel, Wine, Cycling.

What skills is Glenn P. Kelly known for?

Glenn P. Kelly has skills like Investments, Banking, Estate Planning, Tax Advisory, Strategic Planning, Business Development, Wealth Management, Wealth Accumulation, Wealth Preservation Planning, Intergenerational Wealth Transfer, Asset Allocation, Finance.

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