about
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Kalson Wealth Management Inc. is a full-service wealth management firm providing a broad range of financial services to the Greater Toronto Area.
We can help you formulate a comprehensive custom-tailored financial and retirement plan that will help you achieve all your financial goals, while minimizing the risk you are exposed to. We can do this by offering a complete range of financial products such as Mutual Funds, Life Insurance, Segregated Funds, Group Insurance and Mortgages from the best companies in the industry!
We promise to provide you with knowledgeable, honest and trustworthy advice and will always put your best interests first. By working with us, you will not only be working with someone who knows you financially, but with someone who knows you on a personal level. We believe that our outstanding service and personal touch set us apart from everyone else!
We can help you formulate a comprehensive custom-tailored financial and retirement plan that will help you achieve all your financial goals, while minimizing the risk you are exposed to. We can do this by offering a complete range of financial products such as Mutual Funds, Life Insurance, Segregated Funds, Group Insurance and Mortgages from the best companies in the industry!
We promise to provide you with knowledgeable, honest and trustworthy advice and will always put your best interests first. By working with us, you will not only be working with someone who knows you financially, but with someone who knows you on a personal level. We believe that our outstanding service and personal touch set us apart from everyone else!
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Disclaimer: The services of providing mutual funds and labour sponsored funds are offered through “3i Financial Investment Services Inc.” The services of providing life insurance and other non-investment plans are offered through “3i Financial Group Inc.” Both are separate legal entities. 3i Financial Investment Services Inc. is regulated by the Canadian Investment Regulatory Organization (CIRO) and is licensed to distribute mutual funds. The services of providing mortgages are offered through "Premiere Mortgage Centre", which is an unrelated party and separate legal entity to “3i Financial Investment Services Inc.” and “3i Financial Group Inc.”
