Don Kellough
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Specializations:
- Tax sheltering
- Financial planning
- Small business owner
- Critical Illness Ins
- Retirement plans
- RRSP, Life Insurance
About Don Kellough
Don's office is located at 300-1465 Pickering Parkway in Pickering, Ontario. Don is a Certified Health Insurance Specialist CHS and also a member of Advocis and MDRT.
For approximately 10 years he has been committed to making a positive, solid difference in Canadian lives by enriching their lives through close one on one relationships creating the finest most secure and tax effecient financial experience for people ever.
Trust and respect for Don's clients is what his business model is built on.
Don has made huge financial differences in the lives of his business owner clients and their friends and families through effective tax sheltering concepts.
Allow Don to assist you in making the right decisions and a making a huge difference in your life by assisting you with tax sheltering and estate planning concepts.
Don is extremely proud of his ability to build and maintain a very loyal clientle with his complete team of legal advisors and tax and estate specialists. While he has realized significant growth over the years, it has been managed and controlled to ensure that the quality of his services and value of his relationships remain intact and is always the first and foremost part of his business.
Call Don for an appointment to take a look at how Don can help you plan for a safe, secure and tax sheltered retirement.
Location of Member
Upcoming Events
247 Marlee Avenue
Toronto, ONTARIO L1V 7G7
Expand Your Business & Prosper! (The Law of Attraction)
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PROFESSIONAL INFORMATION
Title : Financial Advisor and Certified Haelth Insurance Specialist
Marketing Area : Regional
Type Of Business : Investment Services and Insurance Specialist
Business Website : www.donkellough.com
Industry : Finance: Investment Services
Company Name : Freedom 55 Financial
Expertise : Tax sheltering, wealth preservation planning, Critical Illness Insurance, health insurance specialist
Years Of Experience In Industry : 10 years
PERSONAL INFORMATION
Gender : Male
Place of Birth : Toronto
Date of Birth: 11/13/1954
Personal Website : http://www.linkedin.com
Education Degrees : Centenial College, CHS Certified Health Insurance Specialist,
Favorite Business Publication : Advisor.ca
Favorite Place to Vacation : Cuba, Dominican Republic
Hobbies/Sports : Licenced pilot, traveling
PROFESSIONAL BIOGRAPHY
Products And/Or Services :
For almost 10 years Don has been helping small business owners and high net worth clients tax shelter their estates and giving advice to his clients and helping them succeed. He helps them prepare their wills, accumulate wealth and preserve it. He talks about tax sheltering concepts and wealth preservation through comprehensive financial planning at Freedom 55 Financial. A thorough and comprehensive wealth preservation planning process is completed with all high net worth clients and business owners showing how they are tax sheltered and their income is completely protected.
Don provides an unsurpassed client service model that is helping small business owners tax shelter their estates, income and their families.
Don uses a life insurance model to tax shelter income, enahnce the value of their estate and provide a tax sheltered income. With our rates, values and unmatched performance, Don has been able to sataisfy his clients with the portfolio they need to retire comfortably on.
Affiliations Awards :
Don was recognised by The Readers Choice awards in 2010 for outstanding service for Financial Planning.
Don is also a member of Advocis, MDRT Million Dollar Round Table and a certified Health Insurance Specialist earning him a CHS certificate.
Don has also been recognised by the MD Preferred Service.
How to Enhance Your Retirement Income Today
•You can accumulate cash value in a tax-advantaged permanent life insurance policy.
•You can then access the policy’s cash value to enhance your retirement cash flow.
•When you withdraw funds in retirement, you will have a lower marginal tax rate plus the balance of your estate flows directly to your named beneficiary by passing probate, lawyer’s fees and executor’s fees and the balance is tax-free.
Future Career And Business Goals :
Don's future career and business goals is to become the Financial Advisor Advisor of Choice in Ontario dealing with small business owners and their families and to ensure that they never have to worry about their financial futures. To educate people about how to tax shelter their estates, families and income.
For almost 10 years Don's goal has been making a positive, solid difference by enriching Canadians lives through close one on one relationships by creating the finest financial experiencefor people ever.
He understand that in todays economical climate what a challenge it can be to preserve your wealth and yet grow your portfolio's without risk. He uses a strategy for tax-advantaged accumulation to compliment your retirement income and increase your estate value. Call 1-800-791-1324 EXT 234 for complete details and a free estate analysis. To see our rates and values and learn why he is Becoming the Financial Advisor of Choice in his area for security, unsurpassed service and safety. Click Here for our rates, values and performances. You'll be glad you did.
More About me :
Don's office is located at 300-1465 Pickering Parkway in Pickering, Ontario. Don is a Certified Health Insurance Specialist CHS and also a member of Advocis and MDRT.
For approximately 10 years he has been committed to making a positive, solid difference in Canadian lives by enriching their lives through close one on one relationships creating the finest most secure and tax effecient financial experience for people ever.
Trust and respect for Don's clients is what his business model is built on.
Don has made huge financial differences in the lives of his business owner clients and their friends and families through effective tax sheltering concepts.
Allow Don to assist you in making the right decisions and a making a huge difference in your life by assisting you with tax sheltering and estate planning concepts.
Don is extremely proud of his ability to build and maintain a very loyal clientle with his complete team of legal advisors and tax and estate specialists. While he has realized significant growth over the years, it has been managed and controlled to ensure that the quality of his services and value of his relationships remain intact and is always the first and foremost part of his business.
Call Don for an appointment to take a look at how Don can help you plan for a safe, secure and tax sheltered retirement.
Don Kellough's Blogs
Don Kellough's Events
247 Marlee Avenue
Toronto, ONTARIO L1V 7G7
Expand Your Business & Prosper! (The Law of Attraction)
View Details
- 1
Don Kellough's Marketplace listings
Tax Sheltering and Comeprehensive Retirement Planning
Call Don to learn how to tax shelter your retirement income
How to Enhance Your Retirement Income Today•You can accumulate cash value in a tax-advantaged permanent life insurance policy.•You can then access the policy’s cash value to enhance your retirement cash flow.•When you withdraw funds in retirement, you will have a lower marginal tax rate plus the balance of your estate flows directly to your named beneficiar ...
Financial Planning Combined With Tax Sheltering
Helping his clients succeed and making sure that their wills are up to date, assisting with wealth
Don's office is located in Pickering, Ontario. Don is a Certified Health Insurance Specialist CHS and also a member of Advocis. Don's complete team of small business tax specialists, legal advisors and estate planning experts are driven by his passion to provide the best service ever and results oriented. Helping his clients succeed and making sure that their wills are up to ...
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