The Trusted Regina directory team are proud to announce H & A Financial Advisors - Portfolio Strategies as a Trusted Regina Financial Expert!
H&A Financial Advisors serve individuals, families and business in the Regina area. Their primary goal is to help each client meet their unique financial goals.
When looking into Financial advisor we know how much your money means to you. When we came across Kelly and his team we had some amazing reviews about the personal touch they bring. Many people commented not only about Kelly but his amazing support staff and how they go above and beyond for their clients.
"Kelly is very professional, I had changed advisors many times and finally found somebody I can TRUST” – Wade B
“We are very happy with H&A Financial Advisors and highly recommend them to anyone. They are great people and we appreciate that they truly look out for our best interests” – Alison H
“When my father was in the hospital, Kelly came and reassured him and the entire family that everything was taken care of. He went out of his way to go over every detail of my father’s information. He also visited my mother afterward to help her thru everything. He really made a difficult time easier and now my entire family uses him.”- Cindy V
Kelly Aikens - the Branch Manager began his financial planning career in 1989 with Canada Life as a Career Agent. He left Canada Life and went into practice with Ken Holliday to form H & A Financial Advisors in 1996.
Kelly earned his designation as Chartered Life Underwriter (CLU) in 1994 and his Chartered Financial Consultant (CH.F.C) and Certified Financial Planner (CFP) designations in 1997. He has been a member of Advocis and the National Association of Financial Planners since the start of his career. Kelly also served 2 terms as chairman for the complaint and investigation committee of the Life Insurance Council of Saskatchewan.
As professional financial advisors, they continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, they have the experience and resources to meet your needs.
It's your money... and your peace of mind. They understand that.
H & A Financial Advisors are Trusted Regina Financial Services Experts!