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Elaine R Kelly MBA CFP FCSI


Helping you achieve Financial Independence 

with Experience, Education, and Empathy


During the State of Emergency in Ontario due to COVID-19, our office is closed.  We are available by phone/email.
 
We are now serving our clients as a Joint Advisor team, sharing ideas and best practices and serving you better.  Our team has a similar approach to financial planning, investment solutions, client service that you will appreciate.     We have found many Canadians are concerned about planning for retirement, asking how much money is enough for retirement, and seeking conservative, tax-preferred investments and income.   We take a holistic view of a client's financial plans and use a financial planning approach to help you define and achieve your personal goals.  To meet your needs, we offer a full range of solutions, including ETF's, stocks, bonds, mutual funds, GIC's, Guaranteed Income plans and life insurance.  Our experience, education, and empathy will build your confidence in your retirement plans.
Our team includes:  
  • Elaine Kelly, MBA CFP, FCSI, Senior Investment Advisor, Manulife Securities Incorporated        Life Insurance Advisor, Manulife Securities Insurance Inc.
  • David Wyatt, BA, B.Comm, CFP, Senior Investment Advisor, Manulife Securities Incorporated   Life Insurance Advisor, Manulife Securities Insurance Inc.
  • Katlin Wyatt, BA, Investment Advisor, Manulife Securities Incorporated
  • Diana Kancko, Executive Assistant
  • Terry Wyatt, Executive Assistant to David Wyatt

“Alone we can do so little; together we can do so much.” – Helen Keller

"Advisors Do That"  Life is predictable. Until it’s not. From passing on a business to welcoming a new member of the family, everyone’s circumstances are unique, which is why making a plan for the future requires doing things different. When the unexpected happens, it takes the expertise of a financial professional to help navigate whatever comes your way.   Click here for videos telling stories of how advisors helped their clients successfully navigate the unexpected situations.

Make the most of your retirement.  It's not what you're retiring from -- it's what you're retiring to. That's the power of a well-planned retirement. Get Prepared.   Click here for a video of how Advisors can help with your retirement income.  

Faced with competing financial priorities, it's easy to favour the here and now at the expense of longer-term financial goals. Get Prepared.  Click here for a video on an Advisor helping you take the next step.

Please Contact Us if you would like to arrange a meeting.  

Millennials:

If you are a Millennial, you are concerned about travel insurance, buying a house, savings and cash flow, protecting your assets, quickly find out what you need by looking at the tab above under Services/Millennials

Mid-Way Challenges

If you are juggling a busy schedule, young children, career and family, debt and savings and risk management, find what you need by looking at the tab above under Services/ Financial Planning for Mid-Life




Pre-Retirement

If you are fewer than ten years from retiring, and you are getting serious about financial planning, income tax, and retirement income, check out the tab above for Services/ Pre-Retirement Financial Planning 






Retired:    

If you are retired, semi-retired, or planning ahead, for more resources on retirement income planning, tax and estate planning, check the tab above for Services/ Retirees



        

                            


The Advisors and Manulife Securities Incorporated ("Manulife Securities") do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Elaine Kelly, David Wyatt or Katlin Wyatt or Manulife Securities. The information in this communication is subject to change without notice.