Phone: 905.648.7762
About Us
René Van Kesteren, B.Comm, CFP®
Certified Financial Planner®
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René is the President of Van Kesteren Wealth Management. He began his career in the financial services industry in 1994 after graduating from the University of Guelph. René holds a Bachelor of Commerce Degree (B.Comm) as well as his Certified Financial Planner (CFP) designation. These designations along with his 25 years of experience help him to manage client expectations and to create meaningful strategies for his clients as they move through their financial lives.
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René is driven to build meaningful, long term, multi-generational relationships with his clients. He meets with clients on a regular basis to gain better understanding of their financial goals and to work through and build a plan of action to drive his clients towards accomplishing their objectives.
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René and his wife Susan have been married for over 22 years and have two wonderful children, Emily and Thomas. When René is not seeing clients he enjoys playing golf, watching hockey and spending quality time up at the cottage with his family.
Jenn Kelly
Administrative Assistant
Jenn began her career in the financial industry in 2008 with CIBC and has worked in various roles including client service and as a Branch Manager.
She has a keen attention to detail, is highly efficient in her work and is dedicated to delivering consistent, exceptional service to our clients.
Jenn’s roll with us, as Administrative Assistant, is to assist in daily business operations and provide our clients with quality support as needed.
Jenn and her husband John have two amazing children, Slayde and Eden, and have been together for over 17 years. Outside of work, Jenn enjoys reading by her pool and taking her dog Yara for long hikes.
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Alan Voce, EPC
Elder Planning Counselor
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Alan began his career in the financial services industry in banking in England prior to moving to Canada in 1973 to take on several senior commercial and corporate lending management positions. During his second career in financial planning he obtained his Certified Financial Planner (CFP) designation and Elder Planning Counselor Designation (EPC) and assisted clients plan and manage their financial, retirement and investment life.
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Alan has recently taken on a specialized focus with clients to help plan for the unique needs, wants and issues facing today’s and tomorrow’s older post-retirement population. He will be spending the majority of his time assisting clients (and their adult children) in choosing their best options before and during the later stages of retirement. This will include assisting and finding solutions for dealing with health, lifestyle, and in-home and facility care needs, downsizing of home, in an ever changing and cash-strapped government-controlled environment. He will continue to provide holistic solutions utilizing insurance products and the services of a gerontologist, health and home care specialists and other professionals where appropriate. In addition he will continue to handle clients’ normal life, disability, critical illness, long-term care and travel insurance needs
How We Can Help You?
Retirement Planning
Pension Consulting
Estate Planning
*Investment Management
Disability Insurance
Life Insurance
Group Benefits
Long Term Care
4 STEPS TO FINANCIAL SUCCESS
At Van Kesteren Wealth Management, we will help you take control of your financial affairs and set you on the best possible path for success. Our simple, but effective 4-step process covers the key areas of everyone's financial life.
Step 1: Financial Planning
We start with an in-depth look at your financial life, which includes auditing your current financial reality and uncovering opportunities for greater efficiencies and growth. We work with you to set goals for the future and then develop a written plan that helps you achieve those goals.
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Step 2: Risk Management Planning
Several points of risk are reviewed in order to identify areas of exposure and determine priorities. We analyze your risks associated with: short term cash emergencies, life insurance, disability insurance, critical illness insurance as well as long term care insurance. We help analyze your group health and dental plans at work and can help you with emergency medical travel coverage to protect you when travelling abroad. The objective is to help you obtain the coverage you need and avoid the coverage you don’t need.
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Step 3: Investment Planning*
Using the findings from your financial plan, we develop investment portfolios to help meet your goals. Our portfolios invest your money the same way major pension funds manage their money. We design the portfolio to fit your needs and risk tolerance and hire world-class investment managers who focus on delivering the returns we target for your specific level of risk.
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Step 4: Tax & Estate Planning
The goal is simple: pay less tax so that you can save more for the future. We start by providing you with insights on how taxation really works. We then review your tax bill, the effectiveness of tax planning completed to date and discuss additional strategies that could result in further tax savings. Next, we will review your Estate Plans. Here we are looking to make sure your wealth goes to the next generation in the most tax efficient way possible. We start by reviewing your current wills and powers of attorney, looking for any deficiencies and addressing any areas of concern. If documents need to be updated or replaced, we will work with you to develop a plan in advance of meeting with your lawyer.
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Progress Reviews
Once all four areas of our planning process have been addressed, the next goal is to keep you on track. During your regular Progress Review, we will evaluate the key findings from each step of the process and how you are progressing with your goals.
We will then look to make any adjustments to your planning as things change in your life and when goals change.
Business Hours
Monday-Friday: 9am to 5pm
Saturday: By Appointment
Hamilton Office:
Suite 205, 10 George Street
Hamilton, ON
L8P 1C8
Toll Free: 888.719.5245
Local: 905.648.7762
Fax: 905.672.0310