FEATURED Excellence Awardee
“I had a picture of a house, and the house was Premiere Mortgage Centre”
Kerri Reed,
Premiere Mortgage Centre
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Andrea is an Employee Learning and Development professional with two years of experience who is passionate about using her skills to implement innovative and pioneering HR initiatives to drive a culture of professional development. Her strengths lay in people and relationship management, critical thinking and delivering behaviour change projects with an innovative twist. She has been responsible for introducing compliance learning tailored to our significantly diverse employee base of over 12,000 and using her skills to create engagement for and roll out of 'Altogether Autism & Neurodiversity awareness programme at The Warehouse Group. She has shifted the way our team engages with learning, cultivating a continuous learning and development culture specific to their journey.
Andrea is an Employee Learning and Development professional with two years of experience who is passionate about using her skills to implement innovative and pioneering HR initiatives to drive a culture of professional development. Her strengths lay in people and relationship management, critical thinking and delivering behaviour change projects with an innovative twist. She has been responsible for introducing compliance learning tailored to our significantly diverse employee base of over 12,000 and using her skills to create engagement for and roll out of 'Altogether Autism & Neurodiversity awareness programme at The Warehouse Group. She has shifted the way our team engages with learning, cultivating a continuous learning and development culture specific to their journey.
https://kelsonfinancial.ca/
www.linkedin.com/company/kelson-financial/
info@kelsonfinancial.ca
514-286-8811
1500 du Collège, bureau 300St-Laurent, Québec H4L 5G6
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2017 - Present
Tenure at
current position
22
Years in the industry
Excellence Awardee:
Kelson Financial
The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)
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Excellence Awardee:
Kelson Financial
The Franklin Templeton Award for Advisory Team of the Year
(10 Staff or More)
Read on
The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)
Kraft Heinz - Wattie's
Excellence Awardee:
https://kelsonfinancial.ca/
www.linkedin.com/company/kelson-financial/
info@kelsonfinancial.ca
514-286-8811
PO Box 439 Hastings New Zealand
https://kelsonfinancial.ca/
www.linkedin.com/company/kelson-financial/
info@kelsonfinancial.ca
514-286-8811
PO Box 439 Hastings New Zealand
Kelson Financial is an independent, relationship driven, financial planning boutique, that provides clients a path to financial security. Glenn Kelly and Sonny Wadera founded Kelson Financial in 2004 and they strive to meet the highest standards of both service and expertise for their clients. The synergy created by different styles and identical values has been a winning formula of which they are both proud.
Placing our clients' best interests first is the core of our business. We bring order, direction, stability, and confidence to your finances. Our disciplined process ensures your financial situation is understood, implemented, and adjusted in accordance with life events. We work with families, executives, business owners and entrepreneurs, in helping to reduce taxes and improve investment risk management. As advisors, we create a diversified investment plan to help you achieve your personal and business goals.
We take a conservative and creative approach towards wealth management. We work diligently to earn your trust and even harder to keep it. We welcome the opportunity to solve your wealth management challenges.
Karen Gadsdon
CEO
Ron Gadsdon
Director
Leadership
Rosella leads the Organisational Development, Culture and DE&I projects across the Asia Pacific and Canada regions. Rosella has more than 12 years working with FMCG and Healthcare companies before joining Constellation Brands four years ago. With her expertise in culture, talent development, coaching and leadership, Rosella is focused on building a robust talent portfolio to confidently deliver sustainable business results, and guide people managers to build a constructive culture for our people to thrive.
Organisational Development Manager
Rosella Dang
Jill Coyle is the Chief People Officer at the Far North District Council, a role she has held for over 6 years. Jill has been within the Human Resources sector for over 25 years in various industries such as Retail, Utilities, FMCG, Manufacturing and Local Government. As a member of the Strategic Leadership team at FNDC she is a key influencer, leading and sponsoring many change initiatives and programmes. She is passionate about enhancing workplace flexibility and championing innovative approaches to new ways of working.
Chief People Officer and Project Lead for Creating & Enabling Great Workplaces
Jill Coyle
Julie oversees the operational and strategic aspects of the human resources function across the region with employees in New Zealand, Australia, Asia and Canada. A member of the Executive Leadership Team, Julie heads the P&C Team of senior leaders and administration staff. Across the business, the P&C team support managers and staff employed in a range of roles including: operations teams in the vineyards and wineries, remote sales teams, and office-based roles including finance, marketing, logistics and legal. With a focus on customer service, Julie is passionate about developing people and achieving business outcomes.
Vice President, Human Resources
Julie Bassett
Local Government in New Zealand consists of 78 local, regional and unitary councils. The Far North District Council is the most northern territorial authority and serves the residents of Kaitaia, Kaikohe, Kawakawa, Kerikeri, Paihia and Russell, as well as several smaller settlements and rural and Māori communities. We are a growing district of 71,000 people spread over 7,324km². The Far North district stretches from Cape Rēinga at the northern tip of New Zealand down to the Bay of Islands and Hokianga.
Local Government in New Zealand consists of 78 local, regional and unitary councils. The Far North District Council is the most northern territorial authority and serves the residents of Kaitaia, Kaikohe, Kawakawa, Kerikeri, Paihia and Russell, as well as several smaller settlements and rural and Māori communities. We are a growing district of 71,000 people spread over 7,324km². The Far North district stretches from Cape Rēinga at the northern tip of New Zealand down to the Bay of Islands and Hokianga.
Local Government in New Zealand consists of 78 local, regional and unitary councils. The Far North District Council is the most northern territorial authority and serves the residents of Kaitaia, Kaikohe, Kawakawa, Kerikeri, Paihia and Russell, as well as several smaller settlements and rural and Māori communities. We are a growing district of 71,000 people spread over 7,324km². The Far North district stretches from Cape Rēinga at the northern tip of New Zealand down to the Bay of Islands and Hokianga.
We are responsible for a large range of services including roads, water reticulation, sewerage and refuse collection, libraries, parks, recreation services, local regulations, community and economic development, and town planning.
@TorkinManesLLP
@TorkinManesLLP
@TorkinManesLLP
Sonny Wadera, MBA
Partner, Financial Security Advisor With Kelson Financial Dealer Representative With Manulife Securities Investment Services Inc.
Glenn Kelly
Partner, Financial Planner With Kelson Financial Dealer Representative With Manulife Securities Investment Services Inc.
Sonny Wadera is a co-founding partner at Kelson Financial and has been a Financial Securities Advisor since 1995. He is focused on meeting clients’ investment goals and objectives. In 2002, while maintaining his practice, Sonny fulfilled his father’s dream for him and received his Masters of Business Administration degree (MBA) from the University of Ottawa.
In 2004, Sonny and Glenn created Kelson Financial, built on their shared belief that Canadians were investing and planning with emotion, not based on evidence. Together they discovered a better way and continue to strive to meet the highest standards of both service and expertise for their clients.
Partner, Financial Security Advisor With Kelson Financial Dealer Representative With Manulife Securities Investment Services Inc.
Sonny Wadera, MBA
Glenn is a co-founding Partner & Financial Planner at Kelson Financial and a Dealer Representative at Manulife Securities Investment Services Inc. After graduating from McGill University in 1986 with a Bachelor of Commerce, Glenn started his career at London Life. In 1992, he obtained his Certified Life Underwriter and Certified Financial Planner designations. He sat on advisory boards for Manulife for many years and is on the board of Directors of Asia’s Hope.
In 2004, Glenn and his business partner Sonny Wadera created Kelson Financial with the goal of providing the highest standard of service and independent advice to their clients. With a dedicated team who share that passion for excellence and the next generation on board, the future is exciting!
Partner, Financial Planner With Kelson Financial Dealer Representative With Manulife Securities Investment Services Inc.
Glenn Kelly
Sonny Wadera, MBA
Partner, Financial Security Advisor With Kelson Financial Dealer Representative With Manulife Securities Investment Services Inc.
Glenn Kelly
Partner, Financial Planner With Kelson Financial Dealer Representative With Manulife Securities Investment Services Inc.
Leadership
Sonny Wadera is a co-founding partner at Kelson Financial and has been a Financial Securities Advisor since 1995. He is focused on meeting clients’ investment goals and objectives. In 2002, while maintaining his practice, Sonny fulfilled his father’s dream for him and received his Masters of Business Administration degree (MBA) from the University of Ottawa.
In 2004, Sonny and Glenn created Kelson Financial, built on their shared belief that Canadians were investing and planning with emotion, not based on evidence. Together they discovered a better way and continue to strive to meet the highest standards of both service and expertise for their clients.
Partner, Financial Security Advisor With Kelson Financial Dealer Representative With Manulife Securities Investment Services Inc.
Sonny Wadera, MBA
Glenn is a co-founding Partner & Financial Planner at Kelson Financial and a Dealer Representative at Manulife Securities Investment Services Inc. After graduating from McGill University in 1986 with a Bachelor of Commerce, Glenn started his career at London Life. In 1992, he obtained his Certified Life Underwriter and Certified Financial Planner designations. He sat on advisory boards for Manulife for many years and is on the board of Directors of Asia’s Hope.
In 2004, Glenn and his business partner Sonny Wadera created Kelson Financial with the goal of providing the highest standard of service and independent advice to their clients. With a dedicated team who share that passion for excellence and the next generation on board, the future is exciting!
Partner, Financial Planner With Kelson Financial Dealer Representative With Manulife Securities Investment Services Inc.
Glenn Kelly
Sonny Wadera, MBA
Partner, Financial Security Advisor With Kelson Financial Dealer Representative With Manulife Securities Investment Services Inc.
Glenn Kelly
Partner, Financial Planner With Kelson Financial Dealer Representative With Manulife Securities Investment Services Inc.
Leadership
Sonny Wadera is a co-founding partner at Kelson Financial and has been a Financial Securities Advisor since 1995. He is focused on meeting clients’ investment goals and objectives. In 2002, while maintaining his practice, Sonny fulfilled his father’s dream for him and received his Masters of Business Administration degree (MBA) from the University of Ottawa.
In 2004, Sonny and Glenn created Kelson Financial, built on their shared belief that Canadians were investing and planning with emotion, not based on evidence. Together they discovered a better way and continue to strive to meet the highest standards of both service and expertise for their clients.
Partner, Financial Security Advisor With Kelson Financial Dealer Representative With Manulife Securities Investment Services Inc.
Sonny Wadera, MBA
Glenn is a co-founding Partner & Financial Planner at Kelson Financial and a Dealer Representative at Manulife Securities Investment Services Inc. After graduating from McGill University in 1986 with a Bachelor of Commerce, Glenn started his career at London Life. In 1992, he obtained his Certified Life Underwriter and Certified Financial Planner designations. He sat on advisory boards for Manulife for many years and is on the board of Directors of Asia’s Hope.
In 2004, Glenn and his business partner Sonny Wadera created Kelson Financial with the goal of providing the highest standard of service and independent advice to their clients. With a dedicated team who share that passion for excellence and the next generation on board, the future is exciting!
Partner, Financial Planner With Kelson Financial Dealer Representative With Manulife Securities Investment Services Inc.
Glenn Kelly
Torkin Manes offers the same areas of expertise as larger firms, but with the advantages of a mid-sized, entrepreneurial law firm. Our clients have commended our efficiency and continuity in delivering exceptional legal counsel, as well as our creativity and innovation in applying the law to address their issues.
Our lawyers are highly respected in the profession and the community as leaders in their practice areas, as well as advocates, authors and teachers. Torkin Manes is consistently ranked the #1 Regional Law Firm in Ontario by Canadian Lawyer magazine.
