Tim Kelly, CLU®*

9050 Yonge Street, Suite 500, 5th floor Richmond Hill, Ontario L4C 9S6
English, Italian
905-886-2200 ext. 2242

Are you on track to meet your financial goals? Will you have enough money to retire? Meet with me and we can get to work on finding a customized solution that is based on your specific needs. Whether you are single, have a family or run your own business, I offer a broad range of insurance and investment products that will help you enjoy today while preparing for tomorrow. It's never too early or too late to learn about how I can help you achieve lifetime financial security.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.