Kelson Financial

Finance · Canada · 11-50 Employees

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Overview

Headquarters

1500 Rue Du College Suite 300, Saint-Lau...

Phone Number

(514) 286-8811

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
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1

About Kelson Financial

Kelson Financial is an independent wealth management team based in St-Laurent, Québec, providing tailored financial services and advice. They specialize in insurance, wealth investments, retirement planning, and tax solutions for individuals, businesses, and families. The experienced team at Kelson Financial creates customized plans to help clients achieve their financial goals. Their mission is to provide peace of mind and a path to financial well-being for their clients.Explore more
Kelson Financial's Social MediaPopular SearchesKelson FinancialPlanificateurs Financiers KelsonKelson Financial Planners IncKelson DMDKelson Finance LLCSIC Code 62,628NAICS Code 52,523Show more

Kelson Financial Org Chart

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JK
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Wealth Advisor

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SW
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Life Underwriter

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LF
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Financial Security Advisor

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CC
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Marketing Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kelson Financial

<$5M
11-50
Private
-
2004
JK
Jeremy KellyWealth Advisor
<$5M
11-50
Private
-
1993
WJ
William JoryFinancial Planner
<$5M
1-10
Private
-
-
DO
Denise OlichnyBranch Administrator
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1994
AB
Alisha BeGellRegistered Branch Office Administrator
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kelson Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kelson Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kelson Financial.

Kelson Financial Tech Stack

A closer look at the technologies used by Kelson Financial

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Frequently Asked Questions Regarding Kelson Financial

What is Kelson Financial's official website?
Kelson Financial's official website is www.kelsonfinancial.ca
What is Kelson Financial's Revenue?
Kelson Financial's revenue is <$5 Million
What is Kelson Financial's SIC code?
Kelson Financial's SIC: 62,628
What is Kelson Financial's NAICS code?
Kelson Financial's NAICS: 52,523
How many employees does Kelson Financial have?
Kelson Financial has 11-50 employees
What industry does Kelson Financial belong to?
Kelson Financial is in the industry of: Finance, Insurance, Securities Trading
What is Kelson Financial competition?
Kelson Financial top competitors include: First Rate Financial, Jory Financial, Financial Life Strategies, Nesbitt Financial Strategies
What companies has Kelson Financial acquired?
Kelson Financial has acquired the companies: Comvest Credit Partners, Berkshire Securities, Cqs, Optique Capital Management
What technology does Kelson Financial use?
Some of the popular technologies that Kelson Financial uses are: reCAPTCHA, Google Universal Analytics, Google Font API, YouTube
How do I contact Kelson Financial?
Kelson Financial contact info: Phone number: (514) 286-8811 Website: www.kelsonfinancial.ca
What does Kelson Financial do?

Kelson Financial is an independent wealth management team based in St-Laurent, Québec, providing tailored financial services and advice. They specialize in insurance, wealth investments, retirement planning, and tax solutions for individuals, businesses, and families. The experienced team at Kelson Financial creates customized plans to help clients... achieve their financial goals. Their mission is to provide peace of mind and a path to financial well-being for their clients.Read More

What are Kelson Financial social media links?
Kelson Financial Linkedin page Kelson Financial Twitter page
Is Kelson Financial a public company?
Kelson Financial is private company therefore does not currently have an official ticker symbol
See more information about Kelson Financial

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