Client Testimonials

"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." - Pat

"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.

His answers and explanations to my questions are detailed and comprehensible. He goes above and beyond to find the answers if he doesn't have them and is prompt in replying.

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. His clients are his friends." - Tanis

"Kelly Eldridge has been our financial advisor for several years. He clearly loves what he is doing, is excellent at his work and works hard. Barb has had other advisors whom she liked, respected and worked with, but they didn’t have Kelly’s skills and intuition.

His goal is to help his clients prosper, and for us, he has succeeded in doing that. He is empathic, supportive, and gives excellent financial recommendations/advice. He also responds promptly to requests.

Kelly is honourable, personable and has a high level of integrity. He demystifies investments and savings, and because of him our portfolios have grown in spite of the 2008 economic catastrophe. We are in better financial shape because of him." - Ian & Barb

Securing your Family's Future

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.