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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,...
Investments,tax and estate planning,and wealth banking
Kelson wealth management operates in the Financial services industry.
Kelson wealth management's revenue is 11m - 100m
Kelson wealth management has 11 - 50 employees.
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