Business Details
22 Years
experience
Your Trusted Partner for Financial Planning Solutions
Kelson is an independent, relationship-driven wealth management team dedicated to providing clients with a path to financial well-being. Founded in 2004 by Glenn Kelly and Sonny Wadera, our approach combines conservative strategies with creative solutions to address each client's unique needs. With over two decades of experience, we specialize in tailored financial planning for Canadian healthcare professionals and their families, focusing on investment management, risk mitigation, and multigenerational wealth transfer. Our team's expertise spans asset allocation, tax-efficient strategies, and estate planning, ensuring comprehensive support for clients at every career stage.We prioritize client education and emotional discipline, offering objective feedback to maintain long-term financial goals. Our commitment to excellence is reflected in our adherence to industry standards and partnerships with trusted professionals. We serve clients across Canada, emphasizing personalized service and integrated technology for seamless financial management. Our philosophy centers on building lasting relationships through transparency, integrity, and unwavering dedication to client success. By aligning our values with those of our clients, we aim to create sustainable financial security that supports both personal aspirations and community impact.
Services
Wealth Management
Financial Planning
Insurance Solutions
Retirement Planning
Estate Planning
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of specialized experience in healthcare professional financial planning
- Our team creates customized wealth management plans aligned with individual career stages
- We implement a conservative, tax-efficient investment approach with active risk management
- Our multigenerational planning ensures family financial security across generations
- We maintain transparent fee structures and Canadian regulatory compliance
Associations and certifications
- Canadian Investor Protection Fund
- Canadian Investment Regulatory Organization
What people say
Personalized service
Healthcare expertise
Long-term planning
Responsive advisors
Tax-efficient strategies
Services
Wealth Management
Our wealth management services provide comprehensive investment strategies tailored to healthcare professionals' unique financial needs. We combine conservative portfolio management with creative tax-efficient solutions to optimize long-term growth. Our approach integrates risk assessment, asset allocation, and regular performance monitoring to ensure alignment with evolving financial goals.
Financial Planning
We offer personalized financial planning covering career transitions, practice ownership, and retirement preparation. Our planners analyze cash flow, debt management, and insurance needs to create holistic financial roadmaps. We specialize in addressing healthcare professionals' complex financial situations through customized, forward-looking strategies.
Insurance Solutions
Our insurance services focus on protecting clients' financial security through appropriate coverage strategies. We evaluate life, disability, and critical illness insurance needs while considering tax implications. Our approach ensures adequate protection for families and business interests while integrating with overall wealth management plans.
Retirement Planning
We develop retirement plans that balance lifestyle goals with financial realities for healthcare professionals. Our specialists analyze pension options, RRSP/TFSA strategies, and income tax planning to maximize retirement security. We provide ongoing adjustments to maintain plan effectiveness through changing circumstances.
Estate Planning
Our estate planning services ensure efficient wealth transfer across generations while minimizing tax liabilities. We coordinate wills, trusts, and power of attorney documents with financial plans. Our approach addresses business succession, family legacy goals, and charitable giving intentions for comprehensive estate solutions.
People
Glenn Kelly
Wealth Advisor
Co-founder with 20+ years of experience in financial planning for healthcare professionals. Specializes in investment strategies and risk management. Committed to personalized client service and long-term financial security solutions.
Sonny Wadera
Financial Planner
Co-founder focusing on comprehensive financial planning for medical professionals. Expertise in practice ownership transitions and retirement strategies. Dedicated to building lasting client relationships through transparent, values-driven advice.
Questions
What financial services do you specialize in for healthcare professionals?
We specialize in wealth management, retirement planning, insurance optimization, and estate strategies tailored to Canadian healthcare professionals' unique needs.
How do you support medical professionals at different career stages?
We provide customized solutions for students, associates, practice owners, and retirees, addressing financial needs specific to each career transition point.
What makes your investment approach different?
Our conservative, tax-efficient strategies combine active risk management with personalized portfolio construction aligned with long-term financial goals.
Do you offer multigenerational financial planning?
Yes, we integrate family wealth transfer strategies and charitable giving into comprehensive estate plans for lasting legacy impact.
Are your services available across Canada?
We serve healthcare professionals nationwide with digital communication tools complementing our in-person advisory services.
