TFSAs have emerged as a leading investment channel among Canadians. Learn why people are investing in TFSAs by reading our report, “Key Reasons to Invest in a TFSA”.Read the report today!
Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.Book your Appointment Today
Retirement is too important to leave to chance. Whether you are planning to retire or have already retired, learn the factors that could impact your retirement income.Read the full report!
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 »
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.