Personal Information
Organização/Local de trabalho
Montreal, Canada Area Canada
Cargo
Partner, Financial Planner, CLU
Setor
Finance / Banking / Insurance
Sobre
At Kelson, we offer personalized and consolidated investment management, estate planning and wealth banking services. We are a solutions-based firm, focused on meeting your individual goals and objectives. We provide a transparent, disciplined and complete approach and do so with unequivocal passion and energy. We work closely with you to specifically tailor a complete financial picture.