Wendy Kellar Financial Planner

Wendy Kellar - Financial Planner - Trenton ON

✓ Think you don’t have enough money to benefit from financial advice?
✓ Want to retire or improve your current retirement?
✓ Worried about getting sick while on holiday?
✓ Worried about what happens to loved ones if you suffer a disability or critical illness?
✓ Want to leave your business to a family member?

Life can be complicated. I help you sort through the details and map a plan to help you meet challenges, develop a vision, and achieve your goals.

Discover what is really possible!

Make saving simple

Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.

Contact Wendy Kellar for financial advice

Take action

Are you ready to take the next step towards planning for your financial future? Contact me today if you'd like to meet and discuss your financial needs.

Book an appointment with me today if you'd like to meet and discuss your financial needs.

Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.

Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.