About Us
As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Tim Kellar, CFP®
Certified Financial Planner® professional
Tim Kellar prides himself on embracing a "holistic approach" to retirement planning – taking the time to fully understand every client's individual goals, and customizing investment strategies to make those goals a reality.
"Everybody deserves a chance to become financially independent," says the President of Money Concepts – Pickering.
As a Certified Financial Planner, Tim conforms to a strict Code of Ethics, including its guiding principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. Additional certifications even allow him to offer options including tax-efficient Labour-Sponsored Investment Funds and an array of insurance products.
The married father of two boys is also an active member of his community, serving as Treasurer of the Ajax-Pickering Board of Trade, a member of the Community Advisory Council of Ontario Power Generation, and Chairperson of the Good Shepherd Catholic School Parent Council.
It's all about investing in the things that are important in life.
Office Address
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6B - 1410 Bayly Street
Pickering, Ontario L1W 3R3 - Phone: (905) 421-9442
- Fax: (905) 421-9507
- Email: tkellar@taskwealthadvisors.ca
Our Dealership
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
