With 30+ years of experience, we have come from humble beginnings to a trusted brand in our community. We build off our past endeavours and look forward to helping more people find their financial freedom.
Our Story
Jeff's first exposure to investing took place during a class in high school when a teacher spoke about stocks, bonds and how money worked. From that moment Jeff’s journey into investing and personal finance began. He spent endless hours studying finance in both a formal post-secondary education and countless courses to obtain not only required licensing but several professional designations. What was once an adolescent fascination turned into a life-time passion of learning and helping others achieve their financial dreams.
Since that fateful high school class some 40 years ago, Jeff launched Keill & Associates only eight years later in 1992 at the age of 24. Since that time, we have consistently grown in our ability to service an ever growing client base. Technologies, platforms, and financial products have changed and evolved since our beginnings but the simple truths about investing and personal finance remain the same. Keill & Associates continues to this day providing advice that is based on a client-centric attitude so that clients can achieve their goals using a common sense approach based on fundamental truths using time-tested strategies.
Today and looking into the future, Keill & Associates will continue to be a trusted source for answers to some of life’s toughest financial questions. The Team we have built of Wealth Advisors, Client Care professionals, and Strategic Partners are more determined than ever before to deliver a great personalized experience for all our valued clients.
Coming full circle, Jeff continues to be an advocate for teaching and sharing his story hoping to inspire the next generation to be financially aware and to help them build their own financial security
Our Mission
Keill & Associates aims to deliver innovative family-focused wealth management solutions so busy families can live their dreams free of financial worry.
Our Why
To provide simplicity, clarity, and truth concerning financial decision-making.
Our History
Some of our Milestone Moments
1992
Started offering financial planning, investment, and tax advisory in Ottawa.
1999
Opened office in Carleton Place at 92 Bridge Street with Sarah McKay.
2001
Moved offices to 20 Bennett Street in Carleton Place as business expanded.
2014
Moved offices to 81 Bridge Street in Carleton Place as business expanded and the Team outgrew previous location.
2016
Changed investment platforms to expand our product offering and advisory capabilities. Teresa joined our Team.
2021
Began offering discretionary portfolio management services.
2022
30-Year Anniversary of providing Family-Focused Wealth Management.
2024
Today we have an Advisory Team and a complimentary Client Care Team totalling six financial professionals to advise clients.
When life goes into transition, money goes into motion. Financial planning should look to future life transitions.
Jeffery Keill,
Senior Wealth Advisor
CFP®,CIM, FMA, FCSI, RIS, CEA
Getting Involved
Our Community Causes
A leader in Canada and around the world, Kids Help Phone offers 24/7 counselling and information services for young people. Since 1989, their professional counsellors have provided a listening ear to kids, especially when they have nowhere else to turn. They are always available to support youth in any situation.
Our mission is to enhance the well-being of Canadian children and youth. We offer anonymous, confidential counselling, referrals, and information in both English and French, utilizing various technological communication methods
Kids Help Phone
This organization is vital to supporting youth in Lanark County, the area where we call home. They offer services for mental and health well-being, activities, and educational resources. Our team regularly participates in different events and supports the organization as best we can.
Big Brothers Big Sisters Lanark County
The Lions Club is a global service organization that aims to improve health and well-being, strengthen communities, and support those in need through humanitarian service and grants. Some of their activities include neighbourhood improvement projects, environmental and conservation programs, educational literacy services, aid to the blind and hearing-impaired and disaster relief.
Carleton Place Lions Club
Wounded Warriors was created in 2013 with the mission to honour and support our ill and injured veterans and their families.
Wounded Warriors
Jeff has been providing personalized financial advice and wealth management services since 1992. Along with providing personalized wealth advice, he is also responsible for overseeing investment portfolios and their ongoing management. Reach out to Jeff if you have any questions about your personal financial strategy or if you would like to learn more about our personalized solutions.
Portfolio Manager and Senior Wealth Advisor
Jeffery A. Keill
CFP®, CIM, FMA, FCSI, RIS, CEA
Geoff has been offering personalized financial solutions after serving more than 20 years in the Canadian Armed Forces. He is a dedicated member of our Wealth Advisory Team guiding his clients through their financial strategies. Contact Geoff is you would like to learn more about developing your own financial strategy or to learn more about our Teams approach to providing an elevated client experience.
Financial Planner
Geoff Sgarbossa
CD, CFP®, RIS
Our Team
Building Legacies,
Securing Futures
We take time to build deeper, more personal connections with you and your family. It gives you the confidence to share your goals, dreams, and what drives and inspires you. Regardless of how you choose to connect, we will get to the heart of your hard questions and tailor a plan that will give you the answers you need.