facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck





Elaine R Kelly MBA CFP FCSI


Helping you achieve Financial Independence 

with Experience, Education, and Empathy


As a Certified Financial Planner (CFP) professional, I have a holistic view of client's financial plans, and I have found many who are concerned about planning for retirement, asking how much money is enough for retirement, and seeking conservative, tax-preferred investments and income.   We 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.  To share ideas and best practices, we are now serving our clients as a Joint Advisor team.  We all have a similar approach to financial planning, investment solutions, client service that you will appreciate.   Our team includes:  
  • Elaine Kelly, MBA CFP, FCSI,  Investment Advisor, Manulife Securities Incorporated
  • David Wyatt, BA, B.Comm, CFP, Investment Advisor, Manulife Securities Incorporated 
  • Katlin Wyatt, BA, Investment Advisor, Manulife Securities Incorporated
  • Diana Kancko, Executive Assistant

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

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