Building a life you love

Aligning your finances

On the right track

Understand and take control of your finances — we can help.

Offerings & Solutions

Advice and protection for your family and your home

Insurance

Protecting your family in the event of an accident, illness or death

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Investments

Growing your wealth but also generating an additional income stream if needed ahead of retirement. We offer many investment options that suit your personal needs: segregated funds, mutual funds, GICs, & income annuities.

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Mortgages

Purchasing a new home, cottage, or refinancing, it’s important to find the right type of mortgage that suits your needs and lifestyle.

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Group benefits

For employers wishing to provide quality healthcare and savings plans to their employees along with tax advantaged options for business owners.

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Tax & estate planning

Creating a suitable plan to transfer your assets to the people of your choice, minimizing taxes.

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Our family-first approach to financial services for Durham Region

Q & L Financial Services Inc. was created in 2015 by founder Mike Kelly. The “Q” represents Mike’s daughter, Quinn, which in Gaelic means to “advise”. The “L” represents Mike’s son, Liam, which in Gaelic means to “protect”. The logo is the coat of arms for the family name Kelly. It depicts two courageous lions protecting the castle. This represents the core of Q & L Financial Services. Advice and protection for the family and home.

Financial freedom and security is one meeting away. Use our quick and easy online booking to schedule your meeting today.

Our Happy Clients

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Zaphod Beeblebrox
Port Hope, ON
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Arthur Dent
Newcastle, ON