Address:
1202 Lambton Mall Road Sarnia, Ontario N7S 5R6
Languages:
English
Phone:
519-542-7779 ext. 2213
Email:

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

Notices
Please feel free to visit my corporate site: Mike Kelly Financial Solutions Inc.

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.