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Heritage Program

The Heritage Program was introduced to offer a complimentary collection of special services that recognizes our most established clients.

Heritage encompasses a full spectrum of expertise and services designed with your specific needs and goals in mind; from integrated financial and estate planning to investment research to preferred private banking services and more.

Based on an in-depth understanding of these services and your goals, we are pleased to provide you with:

  • Highly customized financial strategies and a comprehensive plan delivered with the involvement of objective financial planning specialists to reflect your individual circumstances and priorities
  • Expert Will and estate review to optimize inter-generational wealth transfer, address your succession planning needs and increase tax-efficiency
  • Waived fees for a variety of services including annual administration charges for Registered Plans
  • Top-rated industry expertise and market insights provided through sophisticated financial publications and a dedicated website for online research
  • Convenient online access to your investment account
  • Complimentary introduction to Private Banking services
  • Ongoing subscriptions to business, financial or lifestyle magazines of your choice
  • Client Appreciation events
  • A Heritage binder designed to help you organize all your key financial documents, including account statements, trade confirmations and other information you will receive throughout the year

There is a minimum asset level required to qualify. If you are interested in joining the Heritage Program, please contact our office at your earliest convenience to discuss if this program is right for you.

"Model Service"

A Customer Testimonial

"What I like most about The Kelland Group is its commitment to service and the people we work with. In fact, I use the Kelland Group’s level of service as a model for our company’s service standards.

Given Westminster Mutual's unique investment constraints and risk aversion, The Kelland Group has outperformed our expectations and the performance of similar portfolios of our peers. In fact, I was so happy with the returns and the quality of service that my husband and I now deal personally with Rob and his team."

Christine Van Daele, CMA
CEO, Westminster Mutual Insurance Co.
Client since 1992

Did You Know?

We are fully licensed to provide our suite of services in the provinces of British Columbia, Alberta, Quebec, Nova Scotia and of course, Ontario. We can also manage the portfolios of clients residing in the United States and overseas, subject to certain regulatory restrictions.