Kelson Financial Services 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 financial 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 Financial 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 and Certified Financial Planner designations. 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 Financial 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 Financial and they continue to strive to meet the highest standards of both service and expertise for their clients. 

Sonny has sat on multiple advisory boards for Manulife Securities, Manulife Wealth Management and Manulife Bank.

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 Funds and the Investment Industry Regulatory Organization of Canada. iA Priv

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