While we believe that building wealth is key, protecting the wealth you’ve already accumulated is equally important.
Welcome to the Jonas Kelly Wealth Management Group.
The Jonas Kelly Wealth Management Group encourage our clients & investors to consider the advantages of accessing the US and Global Capital Markets – which we believe are the biggest wealth generation machines in the world. The US Capital Market is where investors, large and small, put capital to work to drive innovation, economic growth and job creation. This market has funded many of the best and most innovative ideas and enterprises the world has ever seen.
Wealth preservation continues to be a fundamental pillar of our practice. Though important, the US and Global Capital Markets represents only one wealth building avenue among many that we pursue. Risk averse, and especially sensitive to the wealth preservation convictions of our high net worth clients, we continue to build conservative portfolios with strong Canadian equity, fixed income and other content.
We are a team of exceptionally competent financial professionals whose scope of services include - but are not limited to - the following disciplines:
- Investment planning
- Financial planning
- Retirement planning
- Legacy creation
- Risk reduction strategies
- Portfolio management
- Tax minimization strategies
- Estate & trust strategies
- Intergenerational wealth transfer
- Behavioural analysis
Perspective. Focus. Tenacity.
The three words that define and differentiate our practice are perspective, focus and tenacity.
- Perspective means we think and act long-term.
- Focus means we’re undistracted by financial media noise.
- Tenacity means we recognize, along with Einstein, that genius is 1% talent and 99% hard work.
Through us, you have access to a wide and powerful range of additional personalized services: Private Banking, High Net Worth Banking, Commercial Banking, Credit, Mortgages, Mobile Banking and more.
There is no such thing as a typical client.
Managed money means minimizing personal investment analysis and decision-making to achieve higher and more consistent returns and reduce transactional costs.
We help you keep more of what you make.
Business Succession & Sale
A business typically represents more than half of the value of its owner’s estate. Less than 20% of those owners have a professionally developed business succession or sale strategy.
We are skilled at business transition planning.
Women & Wealth
Women have a different attitude towards money than most men. We have attracted increasing numbers of female investors to our practice because we understand what that difference is.
True wealth is about more than making money.
A network of investment, retirement, tax, estate planning, accounting and legal professionals support what we do. They work with you, around you and for you.
Most clients need the advice of more than one expert.
We take ownership of the work we perform on your behalf. Accountability is not a slogan for us. It is a reflection of the trust you extend our practice and the people behind it.
Trust and transparency drive our work.
At the Jonas Kelley Wealth Management Group we support the Four Pillars of Wealth Management embraced and advocated by TD Wealth. They are fundamental to our thinking:
Build Net Worth
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
Implement Tax-efficient Strategies
You’ve worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we’ll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Protect What Matters
Life is filled with uncertainty and that’s why we’re committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we’ve got the expertise to create a comprehensive plan that’s right for you.
Leave a Legacy
You are the architect of your legacy and we can help you with the blueprint. We’ll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
The Jonas Kelly Wealth Management Group delivers you a comprehensive approach to the management of your financial affairs.
Our systematic, long-term, goal-based process is designed to organize, manage and simplify the financial lives of busy, successful people like you.
We act for individuals and families, executives and professionals, business owners and entrepreneurs, pre-retirees and retirees, charitable organizations, and estates and trusts. We also welcome the opportunity to act for young professionals who, while they may not yet meet the high-net-worth financial threshold most of our clients satisfy, seem in our view destined to do so.
Your core team is supplemented and supported by an extended team of experienced wealth management professionals drawn from the resources of TD Wealth. We have considerable bench strength.
Jonas Kelly, B. Econ
With a degree in Economics and extensive experience in the investment industry, my background allows me to provide unique and professional insight into my clients' financial affairs.
My philosophy is very simple. For me, success means helping people preserve and build wealth so they can do the things they enjoy doing.
Under my direction, we focus on the following range of client initiatives:
- Executing wealth strategies with an emphasis on cash flow planning and total asset management.
- Developing individual investment, retirement and estate planning programs.
- Recommending bond, stock, and other investment ideas.
- Building customized investment plans through managed money or other platforms.
Working with my core team, supplemented by a wide and powerful range of TD Specialists, I have access to a broad variety of investment research and information that influences the financial landscape.
Born and raised in Winnipeg, I reside here with my wife and family. We enjoy spending time with friends, family and clients and we lead a fairly active and engaged lifestyle here in the community.
Martha Polinuk, B. Sc
Client Service Associate
Martha has been a valued member of TD Wealth Private Investment Advice since 2016. Prior to joining TD Wealth Private Investment Advice, she has worked in the investment industry for 9 years.
She is a graduate of the University of Winnipeg with a Bachelor of Science degree, and is licensed as an Investment Representative.
Her education, along with her extensive experience in the wealth industry, ensures she understands that each client has unique needs and requirements.
Martha’s competencies include:
- Putting client expectations first.
- Handling client requests in a timely, friendly, and professional manner.
- Attention to detail, organization and time management skills.
- The delivery of an exceptional standard of client service.
When not at work, Martha enjoys knitting and spending time with her husband and son.
The Jonas Kelly Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.