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Here you can find many investment, insurance, and income tax resources, information on pensions and retirement planning and our financial planning approach, as well as many links to fun, educational videos and handy calculators!  Look for our fresh News and Blogs!  

Check the tabs and drop-down menus along the top of the site or click on a button below.  Use our "Contact Us" form or email to start the conversation.  Clients may login to our Client Access Portal to view accounts and to message us securely.   You can find out about my industry education hereCheck my designations by clicking on the logo of the issuing organization:

                                                          

            

 

 

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Elaine Kelly, MBA FMA CFP CIWM FCSI®

  • Senior Investment Advisor, Certified Financial Planner, Manulife Securities Incorporated

  • Life Insurance Advisor, Manulife Securities Insurance Inc.

Address: 23 Church Street
St Catharines, Ontario, CA
L2R 3B4
Business: 289-479-5512
Business: 289-448-5300
Fax: 289-804-0789
Toll Free: 1-855-461-9751
Email: elaine.kelly@manulifesecurities.ca

In the Fall 2017 edition:
Solutions celebrates 15 years
The family dollar juggling act
Retire happy, stay healthy

Good Advice

goes a long way

Working with an advisor allows Canadians to be more confident about their financial futures and usually results in higher savings rates.  Take a look at the value of advice and how advisors get paid here. 

Financial Concept Videos!

If you're the kind of person that likes visuals and action, check out these videos on financial concepts

 

 

GIC's and Deposit Insurance

We survey rates for Guaranteed Interest Certificates (GIC's) daily at over 20 financial institutions and secure a rate that is better than most banks/credit unions.  You receive the convenience of having GIC's from several financial institutions in one nominee account at Manulife Securities Incorporated, and all of them are covered by Canada Deposit Insurance Corp. 

Contact me for today's rates!

Millennials

If you are a Millennial, find out what you need quickly here:

Mid-Way Challenges

If you are juggling a busy schedule, young children, career and family, debt and savings, you've come to the right place:

 

Preparing to Retire

If you are fewer than ten years from retiring, you are likely getting serious about planning - click this image:

Retired

If you are retired or semi-retired, click this image to find out more about retirement income, pensions, tax, and managing risks.

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