Kellett Financial & Insurance Services

At Kellett Financial & Insurance Services, we take pride in our legacy as a second-generation family business that has been providing expert financial planning and insurance services since 1957. Our mission is to help individuals, families, and businesses achieve their financial goals and secure their futures. We believe that every person deserves a personalized approach to financial planning, which is why we offer a wide range of products and services tailored to meet the unique needs of each client.

Our History

Our company was founded on the principles of trust, integrity, and expertise. Our founders, John and Florence Kellett, were pioneers in the financial services industry, and they set the standard for exceptional client service and innovative financial solutions. Today, we continue to build on this legacy, incorporating the latest technologies and best practices to ensure that our clients receive the highest level of service and expertise.

Our Family

The Kelletts are a dedicated team of professionals who are passionate about helping others achieve their financial goals. Our team is comprised of experienced financial advisors, insurance experts, and support staff who work together to provide a comprehensive range of financial planning and insurance services. We take pride in our family values, which include empathy, compassion, and a deep understanding of the importance of financial security.

Our Products and Services

At Kellett Financial & Insurance Services, we offer a wide range of products and services designed to meet the unique needs of our clients. Our products include:

• Annuities
• Critical Illness Insurance (CI)
• Disability Insurance (DI)
• Group Benefit Plans
• Guaranteed Minimum Withdrawal Products (GMWB)
• Health Insurance
• High Interest Savings Accounts
• Leveraged Loans
• Life Insurance
• Long Term Care (LTC)
• Mortgage Insurance
• Reverse Mortgages
• RRIF (Registered Retirement Income Fund)
• RRSP (Registered Retirement Savings Plan)
• Segregated Funds
• TFSA (Tax Free Savings Account)
• Travel Insurance

Our services include:

• Asset Management
• Cash Flow Management
• Charitable Giving
• Critical Illness Risk Assessments
• Disability & Income Evaluations
• Education Planning (RESP)
• Estate Planning
• Financial Planning
• Income Security
• Investment Planning
• Legacy Planning
• Severance Assessments
• Mortgage Insurance
• Succession Planning
• Wealth Management

Our Expertise

At Kellett Financial & Insurance Services, we have extensive experience in Estate & Succession planning, which sets us apart from other financial planning firms. We understand the importance of transferring wealth and preserving assets, and we work closely with our clients to create customized plans that meet their unique needs and goals.

Why Choose Us

At Kellett Financial & Insurance Services, we are committed to providing exceptional client service and personalized advice to help you achieve your financial goals. We take the time to listen to your needs and goals, and we work closely with you to create a customized financial plan that meets your unique circumstances. Our team is dedicated to helping you build a secure financial future, and we look forward to the opportunity to serve you.