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Serving Victoria

Smart Wealth Management

Let us put our 25 years of experience designing
innovative financial and estate plans to help you
optimize your financial and legacy goals.

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RETIREMENT STRATEGIES

Whether you are planning for or are enjoying
retirement we can show you how to
make your savings last a lifetime.

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Testimonials

What our clients say about our
services. Like any company,
we are always happy to hear that
services are appreciated

Smart Estate Strategies

Solutions that will enhance your legacy and provide you with tax and financial benefits.

EXCLUSIVE PERIODICALS

Subscribe to keep updated on innovative and leading edge strategies that will build and protect your wealth while creating the legacy you envisioned.

Personal Review

Contact us to set up a no nonsense confidential review to determine if our
proven financial strategies will work for you.

SMART WEALTH MANAGEMENT

We work with you to develop financial strategies and solutions that put you in control of your financial future.

Our strategies are designed  to build and  protect your financial lifestyle and, if required, to enhance your legacy.

What Others Say About Us

I guess it’s probably been over 15 years ago that I met John Shelling and we started out just dealing with some personal financial matters. We got along well with John; we liked his approach, and since then we’ve expanded into dealing with some of the business aspects as well. It’s really worked out great! John’s a good guy.

Craig Hadley
Craig HadleyOwner of Aqua Irrigation Systems

Thanks to John and TLS for their invaluable planning and ongoing support. Their services have been instrumental  not only in my successful transition into semi- retirement, but also providing support to my role as an Executor in the settlement of several complex estates.

Dr. Marcia Boyd
Dr. Marcia BoydCM DDS MA LHD(H) DSc(H) LLD(H) FACD

On behalf of CIBC and myself I want to thank John and the TLS Financial staff for making our joint Webinar a success. The system TLS has in place produced a very professional presentation with minimal time and effort on my part. This is a very effective medium for reaching out to clients and contacts and we look forward to participating in future Webinars.

Gord Phillips CFP
Gord Phillips CFPCIBC Bank