Tim Kellar prides himself on embracing a “holistic approach” to retirement planning – taking the time to fully understand every client’s individual goals, and customizing investment strategies to make those goals a reality.
As a Certified Financial Planner, Tim conforms to a strict Code of Ethics, including its guiding principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. Additional certifications even allow him to offer options including tax-efficient Labour-Sponsored Investment Funds and an array of insurance products.
The married father of two boys is also an active member of his community, serving as Treasurer of the Ajax-Pickering Board of Trade, a member of the Community Advisory Council of Ontario Power Generation, and Chairperson of the Good Shepherd Catholic School Parent Council.
It’s all about investing in the things that are important in life.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Type of License
MFDA
Provinces Licensed In
- Alberta
- British Columbia
- Ontario