Kelly Eldridge, B.A, CFP®Certified Financial Planner®
Since 1993, Kelly Eldridge has been fortunate to pursue his passion for financial planning. He truly loves to help families customize their financial plans, identifying efficient ways to achieve every goal.
Kelly works with each client to develop a cash flow management system tailored to their needs while fine-tuning their investment, estate needs, and retirement plans.
Kelly specializes in retirement income planning and multigenerational wealth transfers for families and businesses. He spends time with clients, helping demystify the complexities surrounding their finances and achieving their goals and dreams. Kelly is not afraid to ask tough questions that ultimately lay the groundwork for an effective financial plan. None of this is possible without the follow-through and ongoing service that are his hallmark.
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, loves to cook, compete at BBQ…and eat!
Kelly holds a BA in Economics. He is licensed for 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.
P – 204-989-7075
F – 1-866-277-7176
Financial planning and insurance products available through Kelly Eldridge/Eldridge Financial Inc./Goodwealth Financial.