Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

How we work

My Team

25 Years of Experience

Financial Planner

Kelly Eldridge, B.A

Financial Planner

Moby Christoffersen

Our Team

Praise is best heard in third person

Kelly Eldridge has been our financial advisor for several years. He clearly loves what he is doing, is excellent at his work and works hard. Barb has had other advisors whom she liked, respected and worked with, but they didn’t have Kelly’s skills and intuition. His goal is to help his clients prosper, and for us, he has succeeded in doing that. He is empathic, supportive, and gives excellent financial recommendations/advice. He also responds promptly to requests. Kelly is honourable, personable and has a high level of integrity. He demystifies investments and savings, and because of him our portfolios have grown in spite of the 2008 economic catastrophe. We are in better financial shape because of him. - Ian & Barb

Praise is best heard in the third person

I have known Kelly for over 15 years as a friend and financial advisor. He does not shy away from presenting the cold, hard financial facts when necessary. Kelly always has time for me to discuss whatever questions I may have and I walk away from our meetings with a better understanding of the right choices for me. I appreciate all he has done to make my retirement a reality. - Pat

Praise is best heard in third person

Kelly Eldridge has been my financial consultant since 1998. He has vast knowledge in all areas of financial planning. He encourages looking ahead and planning for your retirement, and he always has your best interests in mind. His answers and explanations to my questions are detailed and comprehensible. He goes above and beyond to find the answers if he doesn't have them and is prompt in replying. Not only does Kelly oversee my RRSP's, but he also manages my TFSA's and life insurance. He also provided immense support and assistance while I dealt with a family member's estate. His clients are his friends. - Tanis

Praise is best heard in third person

Kelly Eldridge has been our financial advisor for several years. He clearly loves what he is doing, is excellent at his work and works hard. Barb has had other advisors whom she liked, respected and worked with, but they didn’t have Kelly’s skills and intuition. His goal is to help his clients prosper, and for us, he has succeeded in doing that. He is empathic, supportive, and gives excellent financial recommendations/advice. He also responds promptly to requests. Kelly is honourable, personable and has a high level of integrity. He demystifies investments and savings, and because of him our portfolios have grown in spite of the 2008 economic catastrophe. We are in better financial shape because of him. - Ian & Barb

Advice your way

Because you want to grow more than your portfolio

HUMAN CENTERED ADVICE

Our Difference

Flexibility

Personalized Advice

Engaged Relationships

The Value of Advice

Top 10 Questions to Ask Yourself

My Team

25 Years of Experience

Praise is best heard in third person

Praise is best heard in the third person

Praise is best heard in third person

Praise is best heard in third person

Insights

It's time in the market that matters most

Recession Fears, Market Sell-off - Key Questions for What Comes Next

Insights in 5: Data Will Drive Economic Policy Forward

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