Kelly Ehler

Kelly's accomplishments include:

Unique Expertise in Insurance 

Kelly's unique combination of tax, accounting, and insurance knowledge sets him apart in the insurance industry. He does not replace existing advisors but works collaboratively with them to design and implement effective life insurance strategies. 

Solving Key Financial Problems 

Kelly addresses three critical financial problems for his clients: 

1. Growing Tax-Free Retirement Funds: Implementing strategies to accumulate retirement savings that grow tax-free. 

1. Reducing Tax Liability on Death: Using life insurance proceeds to eliminate or significantly reduce tax liabilities upon death. 

1. Providing Shareholder Access to Cash Values: For corporations, structuring policies to allow shareholders tax-efficient access to cash values. 

Innovative Uses of Insurance 

Kelly also explores less conventional applications of insurance: 

• Post M&A: Insurance strategies post-merger and acquisition to protect assets and ensure smooth transitions. 

• Recouping Retirement Costs: Using insurance to recover retirement expenses. 

• Debt Restructuring: Converting non-deductible debt to deductible debt through strategic insurance planning. 

Financial Engineering Achievements 

Often referred to as a financial engineer, Kelly excels in crafting tax strategies, securing business financing, and optimizing corporate structures. His extensive experience spans multiple roles, including public company board member, audit chair, CEO, CFO, insurance advisor, banker, auditor, and tax preparer, covering both Canadian and international public companies. His key achievements include: 

• Comprehensive Financial Management: Set up back offices, trained staff, handled financial reporting, prepared IFRS financials, managed M&A activities, and prepared companies for public offerings or sale, all while navigating complex tax structures. 

• Public Company Financial Reporting: Focused on quarterly public company reporting, financial reporting, addressing complex accounting issues, and collaborating with external auditors. 

• Diverse Industry Involvement: Assisted companies in various industries, including real estate development, medical devices, investment holding, family trusts, and personal tax returns. Responsibilities included preparing corporate and trust tax returns, year-end financials, SR&ED claims, and structuring private placements. 

Boutique Practice 

Kelly's boutique practice specializes in providing tailored financial and strategic advice to businesses of all sizes. His approach is client-centric, focusing on delivering measurable results and fostering long-term growth. 

Professional Development and Networking 

Kelly is considered a connector, helping professionals and businesses find the right contacts to advance their objectives. His extensive network and ability to bridge connections have been invaluable to many clients. 

Client Impact 

"Kelly's strategic insight and financial acumen have consistently delivered exceptional value to our business." 

Industry Influence 

Kelly has significantly impacted the finance and business strategy sectors through his innovative approaches and leadership. He has the unique ability to take complex situations and provide both creative solutions and industry contacts to allow companies to grow or meet their objectives.