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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.
To be recognized as a leading financial services company in the Durham Region and beyond, offering value added service, optimal financial growth, protection, and efficient intergenerational transfer of wealth.
To educate clients using simplified language and terminology, allowing them to understand and take control of their insurance and financial needs and objectives.
To build a compliant team of experts with superb cohesion and communication along with core values of honesty, trust, and integrity, to provide a high level of client service under the Q & L brand.
Principal Advisor
Mike grew up on a small town farm where he established a good work ethic and learned the value of a dollar. Mike graduated from Humber College with a Hotel and Restaurant Management diploma. He then spent 15 years in the hospitality industry. In 2000, Mike left this career to follow his passion for finances and joined London Life as a Financial Security Advisor. Mike uses his experience from the service industry to create long term meaningful relationships with his clients. In 2015, Mike founded Q & L Financial Services Inc., where he continues to work with clients to see and realize their individual financial goals and objectives, focusing on retirement and estate planning. Mike is an active member of Advocis, MDRT and The Clarington Board of Trade. He and his two children are active in local sports including coaching, participation, and sponsorship.
Operations Manager
Lisa joined Q & L Financial in September 2018. She brings with her 35 years of experience working in the insurance and financial services industry. Lisa provides effective and knowledgeable customer service to our clients and works closely with the Q & L team, providing staff training and support in the overall operations of our practice. Lisa and her family reside in Bowmanville. In the warm weather months, she enjoys gardening, boating, and fishing.
Advisor Support
Kathy joined the Q&L team in the fall of 2021 offering administrative support to advisors and clients. She brings with her over 26 years of experience working in the financial and insurance industry. Most recently working in the group insurance field. She holds both life insurance and mutual fund licences.
Kathy is the mother of two grown boys and has been happily married to her wonderful husband for three decades. Ask her the secret to her union and she will tell you it is because they both enjoy being active together. Kathy and her husband work out together and enjoy hiking and biking. When she has down time, you will find Kathy at home working on her quilting.
Insurance products, including segregated fund policies are offered through Q&L Financial Services Inc., and Investment Representative Michael Kelly offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
