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Elaine r kelly MBA cfp FCSI 

Helping you achieve Financial Independence with Experiance, Education, and Empathy


As a Certified Financial Planner, I find many who are concerned about planning for retirement, asking how much money is enough for retirement, and seeking conservative, tax-preferred investments and income.   To answer these questions, I use a financial planning approach to help you define and achieve your personal goals.  To meet your needs, I offer a full range of solutions, including ETF's, stocks, bonds, mutual funds, GIC's, Guaranteed Income plans and life insurance,  I focus on continuous service, fee transparency, and building long-term relationships. My experience, education, and empathy will build your confidence in your retirement plans. Please Subscribe to my E-Newsletter, and Contact Me if you would like to arrange a meeting. 

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

Pre-Retirement

If you are fewer than ten years from retiring, and you are getting serious about financia planning, income tax, and retirement income, click here.



Retired:                                                         If you are retired or semi-retired, find out more about retirement income, pensions, tax, and estate planning here:

Mid-Way Challenges

If you are juggling a busy schedule, young children, career and family, debt and savings and risk management, this is the right place