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Kelson Financial Services is a relationship-driven financial planning boutique that navigates clients on a path to financial security. Our disciplined approach to understanding, creating and implementing a personalized financial plan are based on our clients' goals. Our areas of expertise include; financial planning, investment management, wealth banking, risk management and estate planning services. Turning financial commodities into value-added strategies is what we do best.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Montréal, Canada
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Year founded
Founded 2004
1 Locations
- Montréal , Canada
Service Lines
- Financial Consulting
- 50%
Select Focus Area
- Financial Consulting Focus
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- Financial Advising & Planning
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Industries
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Clients
No Clients have been added yet…
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