Kellee Dawson Intentional Wealth & Benefits
Intentional Wealth & Benefits Offers:
Individual Life Insurance
 • Mortgage/Lines of Credit protection
 • Estate preservation/Tax Planning
 • Corporate/Business needs

 

   Living Benefits
 • Critical Illness Insurance
 • Disability Insurance
 • Long Term Care Insurance
 • Identity Theft Insurance
 • Travel Insurance

Investment Opportunities
 • RRSP investments
 • Walton Investments
 • Non-Registered investments
 • Tax Free Savings Account
 • Manulife One
 • Income Plus

 

  

Group Benefit Plans
 • Pension and RRSP plans
 • Healthcare Plans
 • Identity Theft Plans
 • Critical Illness Plans
 • Executive Supplementary Plans
 • Individual Pension Plans

 

 

And more, contact us for how we can help you today.

Seminar Topics available
 • Women and Financial Literacy
 • Corporate Benefit Plans
 • Land Banking
 • Understanding your Retirement
 • Product Allocation vs Asset Allocation		  
Who is Kellee?

Kellee Dawson of Intentional Wealth & Benefits is a licensed Financial Advisor with 20 years of experience in the insurance industry. Believing in personal growth and staying on top of industry trends, Kellee is an active member of Advocis – The Financial Advisors Association of Canada , the Canada Pension and Benefits Institute as well as a past member of the Canadian Life and Health Insurance Association.

Sharing her knowledge and experience, Kellee has sat on the Executive Committees for Edmonton Employee Benefits Association, as well as the Canadian Pension and Benefits Institute.

Kellee and Intentional Wealth & Benefits offers guidance and support in choosing the financial products best suited to you and your needs.

Kellee Dawson
Intentional Wealth & Benefits
780.418.6334
info@intentionalwealth.ca