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Our Client Service Commitment

We provide clients with peace of mind through trusted advice, personalized solutions, prudent investment management and exceptional client service. We are committed to making your experience with us as rewarding as it can be. We’ve also learned that clients both want and need to know what that experience is all about – so we have outlined the services that you can expect from us.

Trusted Advice

To take care of your financial well being, we will:

  • Listen and learn what your current needs and goals are
  • Help you understand your existing situation and holdings
  • Analyze your circumstances and compare them to your goals
  • Understand your individual comfort level and risk tolerance
  • Educate, inform and provide prudent expert advice
  • Make recommendations based on your needs and goals
  • Prepare your personalized financial strategy
  • Monitor your plan regularly to ensure it stays on track
  • Provide big-picture tax, retirement and estate planning advice
  • Provide income and asset protection strategies for you and your family based upon your needs and goals
  • Provide banking and borrowing solutions
  • Help you plan for your children’s education and major purchases

Exceptional Service

To keep you well informed we will:

  • Always be available to answer your questions
  • Ensure you are contacted quarterly with a portfolio review by telephone
  • Send you The Kelland Group monthly Investment Newsletters
  • Provide you with mid-month e-mail newsletters and market commentary
  • Provide you with Online Access to client portfolios and research
  • Send you year-end tax reports and trading summaries for non-registered accounts
  • Meet with you annually to review your needs and goals
  • Provide you with detailed time-weighted rate of return analysis
  • Provide detailed financial planning

Peace of Mind

It’s about building relationships for life. Building strong relationships is at the heart of our business philosophy. As we work together, you may find different needs arise, a new goal surfaces or your circumstances change. When this happens, it is in your best interest to let us know. Ensuring we always have the most current understanding of your situation, we can do the best job possible and ensure that all your financial aspirations can be achieved.

"Consistently Great!"

A Customer Testimonial

"The Kelland Group is like a big family. If Rob isn’t there, everyone is on top of everything and they all work as a team. Nicole is my main contact person, and she's excellent ... very personable and very good at her job. She will do anything to make us happy and often goes above and beyond the call of duty.

The service has been consistently great and so has performance of my accounts. I'm a very happy client!"

Dale Hunter
President & Head Coach, London Knights
Client since 2004

Get Organized!

Click here for a simple organizer to help you keep track of your important financial and legal documents.

Just A Reminder

Rob, Jeannie and John are insurance licensed to help design strategies for protection and estate planning needs. To address more complex situations, we draw on the expert knowledge of our Insurance Consultant, Tom Fernandez and his team.