Wealth Management

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Wealth Products And Strategies

At Kelso Financial we work with you to develop your LIFE, HEALTH & WEALTH Plan. We want you to preserve your wealth in order for you to achieve your goals.​

Individual Services

Registered Retirement Savings Plan (RRSP)

Spousal Registered Retirement Savings Plan (SRSP)​

Registered Retirement Income Plan (RRIF)

Locked-In Registered Account (LIRA)​

Locked-In Registered Retirement Savings Account (LRSP)​

Life Income Fund (LIF)​

Tax Free Savings Account (TFSA)​

Non-Registered Account​

Joint Non-Registered Account​​

Registered Educational Savings Plan (RESP)

Registered Disability Savings Plan (RDSP)​

Pension Transfer from Defined Contribution Pension Plan (DCPP)​​


Business Services​

Corporate Savings Plans​

Group RRSPs​​


Products and Strategies​

  • Mutual Funds​
  • GICs​
  • Annuities​
  • Variable Annuities (Segregated Funds)​
  • Private Wealth Management​
  • Asset Transfer Strategy
  • Corporate Tax Shelter​
  • Personal Retirement Account ​Strategy
  • Estate Bond​
  • Enhanced Retirement Cash Flow Strategy
  • Insured Annuity
  • Generational Wealth Transfer​
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