Lloyd Flanagan's Contact Details

Lloyd Flanagan's Company Details

Kelson Financial

St. Laurent, QC, CA • 10 - 19 Employees
Financial Services

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.\\ABOUT GLENN KELLY\\Glenn Kelly is a financial securities advisor and Partner at Kelson Financial. After graduating from McGill University in 1986 with a Bachelor of Commerce degree, Glenn started working at London Life. In 1992, he obtained his Certified Life Underwriter and Certified Financial Planner designations. In 2004, Glenn and his partner, Sonny Wadera started Kelson, based on their shared commitment to strong family values, professionalism and a passion for their vocation.\\Glenn and his wife Chantal are very active in running Asia's Hope, an orphanage in Chiang Mai, Thailand. All of the children in the orphanage are sponsored by clients and friends, and it has been a blessing to watch the orphanage grow. \\ABOUT SONNY WADERA\\Sonny Wadera is a partner at Kelson Financial and has been a financial securities advisor since 1995. Sonny graduated with a Bachelor of International Business degree from Concordia University in Montreal. In 2002, Sonny received his Masters of Business Administration degree (MBA) from the University of Ottawa. In 2004, Sonny and Glenn started Kelson Financial and they continue to strive to meet the highest standards of both service and expertise for their clients. \\Sonny has sat on multiple advisory boards for Manulife Securities, Manulife Wealth Management and Manulife Bank.\\For more information on Kelson Financial, please contact us at (514)286-8811