Don
Kellough CHS is a Certified Health Insurance Specialist and one of the top
leading Financial Security Advisors with Freedom 55 Financial, a Division Of
London Life Insurance Company.
Since
2004 he has been assisting and educating a very select and dedicated group of
people in the Durham Region with their retirement planning and tax
concerns. Don’s specialty and passion is educating his business
owner clients and individuals on how to tax shelter their businesses, income
and estates through the use of life insurance which can be used to create a
“tax free” income pipeline to you or your family and beneficiaries “tax free”.
Many individuals and business owners are using this as a way to create a “tax
free” retirement plan. Our team builds
solid financial plans combined with solid relationships guaranteed to withstand
any financial storm and how they can have a rock solid financial estate that
can be tax free and worry free.
Mission
Statement:
To
make a positive non-taxable solid difference in the lives of our clients
primarily through a professional, one-on-one relationship with our financial
planning team. Our passion and mission is and always has been to
show business owners and individuals how to enhance the value of their estates
and grow tax free using it either as an income, tax free legacy or an education
plan for their children or grandchildren.
Our
Goal:
To
create a rock solid financial plan that will help our clients to "preserve
what they already have, protect themselves from financial uncertainty, and pass
their wealth to their heirs in the most efficient tax sheltered and tax exempt
manner possible." Our service is unsurpassed in today’s market
place. You will be amazed at what I can do for you, your family, estate
and friends.
What
We Provide:
Unique
solutions to our unique clients: Professionally developed, well managed
tax efficient financial plans and strategies showing you tax sheltering and tax
free ideas planned to keep you on top, safe, secure and tax exempt. Most
business owners and individuals are not aware of what is available to them. We
can show you what is available and how!
We
have demonstrated to numerous Canadians how to enhance the value of their
estate many times over, tax shelter it and also provide a tax sheltered income
down the road when they near retirement.
Our
Success:
Don's
team of professional legal experts, business advisors, business tax specialists
and estate investment experts are driven by Don's passion to providing the best
investment and tax service – ever. We are very proud of our ability to build
and maintain a very loyal clientele. While we have realized significant
growth over the years, it has been managed and controlled to ensure that the
quality of our service remains intact and is always first and foremost.
Our
success is a direct result of our commitment to exceeding the expectations of
our clients. This leads to referrals not only from our clients but also
from other providers of services similar to ours. If we can’t accommodate
a client request, we will find an organization that can.
When
calling Don Kellough, C.H.S., Freedom 55 Financial, please mention this
AjaxPickering.ca profile and ask for Don Kellough for prompt
service and how you can become tax exempt!
