Trusted Advice is accomplished because we have the experience and expertise to partner comprehensive financial planning – retirement, tax and estate – with portfolio management. We specialize in crafting conservative financial strategies that are tailored to our clients’ needs and goals. To take care of your financial well-being we will:

• Listen and learn what your current needs and goals are
• Help you understand your existing situation and holdings
• Analyze your circumstances and compare them to your goals
• Understand your individual comfort level and risk tolerance
• Educate, inform and provide prudent expert advice
• Make recommendations based on your needs and goals
• Prepare your personalized financial strategy
• Monitor your plan regularly to ensure it stays on track
• Provide big-picture tax, retirement and estate planning advice
• Provide income and asset protection strategies for you based on your needs and goals
• Provide banking and borrowing solutions

Exceptional Service has always been and will always be a hallmark of the Kelland Wealth Management Group. Our team takes a very professional approach to investing and managing our business. All our clients receive personal attention from each of our team members. Since 1984, our clients have come to expect and receive service that is second to none. Specifically, when managing our clients’ accounts, we will:

• Always be available to answer your questions – all telephone calls and emails are returned on the same day the request was made
• Ensure you are contacted regularly with a portfolio review by telephone
• Send you The Kelland Wealth Management Group monthly Investment Newsletters
• Provide you with mid-month email newsletters and market commentary
• Provide you with Online Access to client portfolios and research
• Send you year-end tax reports and trading summaries for non-registered accounts
• Meet with you annually to review your needs and goals
• Provide detailed financial planning

Peace of Mind refers to the fact that we believe in honest, respectful and lasting relationships. We take the time to get to know our clients. Our job as investment advisors is to make recommendations that prioritize our clients’ comfort level and their ability to sleep at night through all market conditions.