To make a positive difference in the lives of our clients, primarily through a professional, one-on-one relationship with our financial planning team.
To create a financial plan that will help our clients to "preserve what they already have, protect themselves from financial uncertainty, and pass their wealth to their heirs in the most efficient tax sheltered manner possible."
What We Provide:
Unique solutions to unique clients, through professionally developed, well managed financial plans and strategies showing tax sheltering ideas planned to keep you on top and safe.
We have shown many Canadians how to enhance the value of their estate many times over, tax shelter it and also provide a tax sheltered income down the road when they near retirement.
Don is a fully licensed twin engine pilot and enjoys flying on the weekends out of the Oshawa Flying Club. He is also a member of Advocis and has his CHS Certificate Certified Health Insurance Specialist. He is passionate about providing a superior service to the people that he cares about and that are under his care.
Since 2004 he has been committed to making a positive, solid difference with Canadians by enriching their lives through close one on one relationships by creating the finest financial experience ever for people. His clients are considered partners in his business because without solid partnerships that are truly cared for there would be no business. Some of his high net worth client partners include: executives, professionals, entrepreneurs and business owners, managers; people seeking advice as a result of the sale of a home, receiving an inheritance, loss of job, loss of spouse, tax sheltering, planned giving, critical illness and disability insurance, general investment advice, and as they reach retirement or experience big changes in their lives.
He has many clients who require ongoing advice and regular counseling. The relationships that he continues to build are very important to him - as he values all of his clients and many of his clients have been with him since 2004 and longer.
We are very proud of our ability to build and maintain a very loyal clientele. While we have realized significant growth over the years, it has been managed and controlled to ensure that the quality of our services and value of our relationships remain intact and is always the first and foremost part of our business. Our continued success is a direct result of our commitment to exceeding and often surpassing the expectations of our clients and the people that we truly care about, leading to referrals from not only our clients but other providers of similar services to ours. If we can’t accommodate a client request, we will find an organization that can.
Call for an appointment to take a look at how we can help you plan for a safe, secure, tax sheltered retirement.
Call Don Kellough Toll Free 1-800-791-1324 Ext 234
Contact us today
We are located at:
300-1465 Pickering Parkway