Services | Heritage | Kelland Wealth Management Group

By: Kelland Group  09-12-2011
Keywords: Financial Planning, Estate Planning, Industry Expertise

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
  • 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
  • Convenient online access to your investment account
  • Complimentary introduction to Private Banking services
  • 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.

Keywords: Estate Planning, Financial Planning, financial publications, Industry Expertise, Investment Account,

Other products and services from Kelland Group


Services | Detailed Financial | Kelland Wealth Management Group

For our clients who are considered "Heritage" accounts and have complex financial needs and goals, we offer (free of charge) the services of a Senior Financial Planning Consultant. Using a disciplined and analytical planning process, they will work with our Heritage clients to develop a highly customized and comprehensive financial plan.


Services | Managed Portfolio | Kelland Wealth Management Group

Within this new program, clients do not paycommission on the trades that we would make on their behalf, instead allcosts and expenses are covered by one transparent, all-inclusive fee.This fee is not tied to the amount of trading activity that occurs inthe accounts, rather on the overall value of the portfolio.