I work with my clients to provide a complete and comprehensive approach to meet all of their financial needs. These services include, but are not limited to, investment advice, insurance solutions, tax planning and estate planning. My clients include a variety of investors, business owners, institutional investors, as well as individual investors. I am happy to meet with you to develop a financial strategy that will enable you to achieve your goals. Having my office based in Mississauga, Ontario allows me to service clients that are primarily in the Toronto, Peel/Halton regions as well as other areas of the GTA.
I look forward to working with you to understand your values. Together we can achieve a solid foundation to put you on the path to socially responsible investing.
I am a Responsible Investing Specialist and Advisor at IG Wealth Management. We offer holistic financial planning and a full range of services including investing, insurance and loans. We specialize in serving professionals and family-owned businesses right across Ontario. IG Wealth Management actively supports responsible investing mandates in all of its investment mandates.
We work with a limited number of clients to assist them in achieving the wealth they need for their lifestyle goals.
At BJK Financial Group we believe in Matching your Values, to your Investments through Responsible Investing.
Learn more by visiting our website.
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.
I grew up on a horse farm and lived in Alberta until attending the University of Western Ontario. My wife, Helen, and I now live in Caledon with our twin son and daughter. I enjoy many things in life including: humour; reading; music; food; photography; skiing; cycling; hiking; and coaching my son’s baseball team. I have a strong interest in environmental issues and social responsibility.
I began my career in financial services in 1991 and have worked to achieve designations such as: Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). I enjoy talking with members about responsible investing and charitable giving. I am able to put members at ease and bring simplicity to our conversations, especially when discussing the sometimes complex world of investments and financial planning.
Along with my husband, Nathan, and our three wonderful daughters, I am an active member of St. Jacobs Mennonite Church. In my spare time you’ll find me enjoying my family, and playing slo-pitch in the summer months.
I love my job! I started my career at Kindred in 2006 after graduating from the University of Manitoba. I have filled various roles and gained extensive knowledge in many areas of financial services. I value the opportunity to meet members, build long-term relationships, and work together with other staff to assist members in making knowledgeable and informed decisions about their investments and future savings. I’m motivated in my work, knowing that members place their trust in me and have given me the opportunity to share my knowledge with them as I participate in planning for their future. I always follow up with members to make sure they receive excellent service!
We work with people interested in aligning personal values with investment decisions to create long term wealth. Together we aim to understand your current situation and desired lifestyle and build a plan using the most tax effective strategies available. Our team in concert with your advisers help you achieve peace of mind through financial confidence.
I view myself as someone who looks out for others. I’m passionate about providing the best advice and guidance to help ensure our members have the peace of mind knowing they are on track to achieve their financial goals; whether it is access to education or financial freedom in retirement. My ability to be a compassionate listener has helped me build relationships and understand each member’s needs.
I’m able to provide a holistic, unbiased view of your finances from a faith perspective. I began my career in financial services in 2004 and have attained the Certified Financial Planner and Financial Management Advisor (FMA) designations. I specialize in advanced Wealth Management Techniques and Portfolio Construction.