­­Protecting Families, Wealth and Estates

One of the most important decisions you will face is choosing who will help you manage your money. Whether your goals include saving for retirement, earning an income stream from your investments or preserving your wealth now and into the future, the Kelland Wealth Management Group is here to help you achieve your goals.

Our overriding philosophy revolves around service. For the past 28 years, Rob Kelland has been providing conservative investment advice to families and individuals in London and the surrounding area. Since its inception in 1984, the Kelland Wealth Management Group has grown to become one of Canada's premier investment Teams, managing an asset base that consistently ranks in the top 2% in ScotiaMcLeod across Canada.

Service guides everything we do to help our clients build and preserve their wealth…from developing a customized financial strategy that serves each client’s objectives, to regular communication through one-on-one meetings and phone calls that keep clients professionally informed on the performance of each portfolio. In every respect, our goal is to provide exceptional service to our clients.

Why should you select the Kelland Wealth Management Group to help you achieve your financial goals?

• Focused attention – For each client, we build and follow a personalized financial strategy that meets your needs now and in the future.
• Confidence – Your portfolio is being managed by a team of experts led by Rob Kelland, a designated Portfolio Manager with 28 years of experience serving families and clients residing in London and across Canada.  
• Peace of mind – You can count on receiving the precise level of support and guidance that you require. As our client, you’ll feel comfortable knowing that no question is too small, and that communication is welcome at any time. The Kelland Wealth Management Group is always looking out for your best interests, and is committed to guiding you safely through the highs and lows of the investment marketplace with a conservative, long-term approach to investing.  Integrity, dedication and discipline are principles that guide us on a daily basis.

 

While the above illustrates the service aspect of our relationship with our clients, it is also important to note our dedication to the following:

• Safety and preservation of capital
• Superior rates of return – With access to a large variety of investment products, you can expect investment options that deliver rates of return that are better than what is offered at your local bank branch.
• Liquidity – In most cases, many of your investments are not locked in, providing for ultimate flexibility and maneuverability. 
• Tax advantages – Our understanding of the tax advantages available with different investment vehicles is a key component of our wealth management strategy for our clients.
• Financial planning – We prepare a comprehensive financial strategy for every client, with target goals and objectives that are updated regularly as progress is made and as a client’s financial picture evolves.
• Low fees, with 100% transparency  – In general, fees at the Kelland Wealth Management Group are lower than those of a typical mutual fund. Clients enjoy nothing hidden or unexpected when it comes to our fee structure. All fees are presented up front and are disclosed clearly.

 

Staffed to Provide Exceptional Service

The Kelland Wealth Management Group is uniquely structured because of the large size of our Team. We have eleven Team members, all focused on meeting the full spectrum of client needs. Six investment associates, led by Rob Kelland, are dedicated to servicing families throughout London and area. We have a full service Administrative Team available from 8:00 am to 5:00 pm daily.  We encourage communication and are here when you need us.

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A word of Thanks

Our Partners

 

We would like to thank our clients for their referrals of friends and family. If you know of someone who would benefit from our services, we are always accepting new clients.