Unforeseen events could derail your wealth management strategy. Learn the risk factors to consider in your wealth management strategy.Learn More
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If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.Don't wait! Contact us today.
1 January, 2014
Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »
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I have known Kelly for over 15 years as a friend and financial advisor. He does not shy away from presenting the cold, hard financial facts when necessary. Kelly always has time for me to discuss whatever questions I may have and I walk away from our meetings with a better understanding of the right choices for me. I appreciate all he has done to make my retirement a reality.
Kelly Eldridge has been my financial consultant since 1998. He has vast knowledge in all areas of financial planning. He encourages looking ahead and planning for your retirement, and he always has your best interests in mind. Not only does Kelly oversee my RRSP's, but he also manages my TFSA's and life insurance. He also provided immense support and assistance while I dealt with a family member's estate.