About Us

Gerard Kennedy - Financial Advisor / Owner
About Us

We Can Help With Your Financial Planning

Celtic Financial Solutions offer a full line of wealth management products and financial services to help our clients in Cape Breton.

Our Skills

Full Financial Services

Celtic Financial Solutions Ltd. has a full line of wealth management products and services.

The financial decisions you make today can help you save for years to come. Consider what your financial goals may be and then talk to our professional advisors to come up with a solid financial plan for you and your family.

We know you work hard for your money and that’s why we will work hard for you.

Your financial security is important and it’s not just about money. It’s about peace of mind now and in the future.

We will help bring you a clear and mindful understanding of your personal financial goals.

Contact us for a consultation or general inquiries 902-564-8963 celticfinancial.kristen@gmail.com

Our Skills

Investment Strategies

When should you invest?

Do you feel overwhelmed with the choices available to you?

The financial world has evolved so much in the past few years and as a result the complexity of making an investment decision has seemed overwhelming.

Complicating matters even further is having to consider aspects such as economic trends, inflation, interest rates, and taxation laws.

So if you are feeling overwhelmed, our role as financial advisors is to simplify this world for you and to help you determine the best investment strategy for you and your family.

Whether it’s time to invest in your child’s education or your retirement, we are here to help with your financial security.


Celtic Financial Solutions

Our Expert Team
Financial Advisor / Owner

Gerard Kennedy

Financial Advisor / Owner

Irwin Claener

Office Manager / Benefits Advisor

Kristen Forrest