Kelly Eldridge became a Financial Planner in 1993 and a Certified Financial Planner (CFP®) in 1998. He has developed a true passion for helping families customize their financial plan and making sure it is efficient for every goal.
Kelly works with each client to develop a cash flow management system tailored to their needs. He helps pensioned employees make the most of their pension dollars and over the years has developed an extensive knowledge of the financial planning issues facing entrepreneurs, civil servants, police officers, fire fighters, and nurses, among others.
Kelly specializes in retirement income planning, life insurance and multigenerational wealth transfers for families and businesses. He spends time with clients, helping demystify the complexities surrounding their finances and helping achieve their goals and dreams. Kelly is not afraid to ask tough questions that ultimately lay the groundwork for an effective financial plan. And none of this is possible without follow-through and ongoing service.
But it’s not enough to preach good finances. Kelly is already training his children, Norah and Hartley, to be financially savvy and plan for the future. Ask him about his “Charity, Retirement, Now and Later” jar system!
In his spare time, Kelly is a Freemason and Chairman of Donor Relations for Khartum Shriners, where he gained additional experience with estate planning. He plays the bagpipes in the Khartum Pipes and Drums and the Winnipeg Police Pipe Band. He enjoys coaching hockey and soccer, likes to cook…and eat!
Kelly holds a BA in Economics. He is able to provide investment funds in BC, AB, SK, MB, ON and NS. He is licensed for life, disability, critical illness and group insurance in MB through Eldridge Financial Inc.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.