For the life you have, and the one you want. Our wealth management approach aligns perfectly with your unique life journey so you can grow more than your portfolio, and leave a lasting legacy.

Educate. Empower. Grow.

Our Services

Our team is focused on long-term partnerships that provide lasting results.  

We don’t just offer specific services, we offer a wealth management strategy geared to your goals, your life, and your future.

Our Services

Managing Your Investments Has Never Been Easier

Evaluation

1

Discovery & Goal Setting

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Wealth Transfer

Estate Palnning

3

Strategy Design

Leveraging the insights from our assessment to ensure your legacy is preserved and your loved ones are cared for according to your wishes.

Portfolio Management

Retirement Income Planning

2

Analysis

Our experts conduct a meticulous review of your financial standing, considering all assets, liabilities, and cash flows.

Execution & Implementation

As markets shift and your life evolves, we remain vigilant, adjusting your financial strategy to new realities and opportunities.

Risk Management

5

Initial Consultation

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

1

Monitoring

As markets shift and your life evolves, we remain vigilant, adjusting your financial strategy to new realities and opportunities.

Risk Management

5

Tax Planning

4

Proposal

With the strategy set, we initiate the execution phase, focusing on implementing investment decisions that propel you toward your goals.

Ongoing Review & Monitoring

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

Initial Consultation

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

1

Review & Refine

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

Review & Refine

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

Initial Consultation

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

1

Review & Refine

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

Tax Planning

4

Implementation

With the strategy set, we initiate the execution phase, focusing on implementing investment decisions that propel you towards your goals.

Portfolio Management

Retirement Income Planning

2

Assessment

Our experts conduct a meticulous review of your financial standing, considering all assets, liabilities, and cash flows.

Our Services

Managing Your Investments Has Never Been Easier

Evaluation

1

Discovery & Goal Setting

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Wealth Transfer

Estate Palnning

3

Strategy Design

Leveraging the insights from our assessment to ensure your legacy is preserved and your loved ones are cared for according to your wishes.

Portfolio Management

Retirement Income Planning

2

Assessment

Our experts conduct a meticulous review of your financial standing, considering all assets, liabilities, and cash flows.

Monitoring

As markets shift and your life evolves, we remain vigilant, adjusting your financial strategy to new realities and opportunities.

Risk Management

5

Initial Consultation

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

1

Execution & Monitoring

As markets shift and your life evolves, we remain vigilant, adjusting your financial strategy to new realities and opportunities.

Risk Management

5

Tax Planning

4

Implementation

With the strategy set, we initiate the execution phase, focusing on implementing investment decisions that propel you towards your goals.

Review & Refine

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

Initial Consultation

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

1

Review & Refine

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

Review & Refine

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

Initial Consultation

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

1

Ongoing Review & Monitoring

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

Tax Planning

4

Proposal

With the strategy set, we initiate the execution phase, focusing on implementing investment decisions that propel you toward your goals.

Portfolio Management

Retirement Income Planning

2

Analysis

Our experts conduct a meticulous review of your financial standing, considering all assets, liabilities, and cash flows.

Our Services

Managing Your Investments Has Never Been Easier

Evaluation

1

Discovery & Goal Setting

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Wealth Transfer

Estate Planning

3

Strategy Design

Leveraging the insights from our assessment to ensure your legacy is preserved and your loved ones are cared for according to your wishes.

Portfolio Management

Retirement Income Planning

2

Assessment

Our experts conduct a meticulous review of your financial standing, considering all assets, liabilities, and cash flows.

Monitoring

As markets shift and your life evolves, we remain vigilant, adjusting your financial strategy to new realities and opportunities.

Risk Management

5

Initial Consultation

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

1

Execution & Implementation

As markets shift and your life evolves, we remain vigilant, adjusting your financial strategy to new realities and opportunities.

Risk Management

5

Tax Planning

4

Implementation

With the strategy set, we initiate the execution phase, focusing on implementing investment decisions that propel you towards your goals.

Review & Refine

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

Initial Consultation

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

1

Review & Refine

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

Review & Refine

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

Initial Consultation

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

1

Ongoing Review & Monitoring

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

Tax Planning

4

Proposal

With the strategy set, we initiate the execution phase, focusing on implementing investment decisions that propel you toward your goals.

Portfolio Management

Retirement Income Planning

2

Analysis

Our experts conduct a meticulous review of your financial standing, considering all assets, liabilities, and cash flows.

Monitoring

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

3

Initial Consultation

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

1

Monitoring

As markets shift and your life evolves, we remain vigilant, adjusting your financial strategy to new realities and opportunities.

Risk Management

5

Wealth Transfer

Estate Palnning

3

Strategy Development

Leveraging the insights from our assessment, ensuring your legacy is preserved and your loved ones are cared for according to your wishes.

Evaluation

1

Initial Consultation

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Monitoring

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

3

Initial Consultation

We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.

Evaluation

1

Review & Refine

Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.

Charitable Giving Plans

6

4

Implementation

With the strategy set, we initiate the execution phase, focusing on implementing investment decisions that propel you towards your goals.

Tax Planning

Portfolio Management

Retirement Income Planning

2

Assessment

Our experts conduct a meticulous review of your financial standing, considering all assets, liabilities, and cash flows.

Our Services

Managing Your Investments Has Never Been Easier

4

Progress Review

Annually we review the plan to ensure it aligns with your evolving goals and life changes, making necessary adjustments to keep you on the path to success.

Plan for the future and your loved ones. We develop a plan to ensure what you leave behind for them is efficiently transferred.

Estate & Tax Planning

3

Our approach includes creating a portfolio that aligns with your objectives, a contingency plan to deal with the ups and downs, and strategies to enhance your banking relationships.

Risk, Portfolio and Banking Review

2

We start by aligning with your financial aspirations and crafting a tailored plan that sets your money to work toward achieving your goals.

Understanding Your Financial Vision

1

Keill & Associates Process

Turning your Vision into an Actionable Long-Term Plan

Our team adopts a disciplined process using K&A Wealth Management Strategy. This system allows us to examine all aspects of your financial well-being, from evaluating your current state to understanding your dreams and aspirations, and building the plan that's right for you.

We start by aligning with your financial aspirations and crafting a tailored plan that sets your money to work toward achieving your goals.

Understanding Your Financial Vision

1

2

Risk, Portfolio and Banking Review

Our approach includes creating a portfolio that aligns with your objectives, a contingency plan to deal with the ups and downs, and strategies to enhance your banking relationships.

3

Estate & Tax Planning

Plan for the future for you and your loved ones. We develop a long-term stratgey to ensure what you leave behind for them is efficiently transferred.

4

Progress Review

An annual review ensures we adjust with your evolving goals and life changes, making necessary changes to keep you on the path to success.

Keill & Associates Process

Turning your Vision into an Actionable Long-Term Plan

Keill & Associates Process

Turning your Vision into an Actionable Long-Term Plan

Our team adopts a disciplined process using The Personal Wealth Management StrategyTM. This system allows us to examine all aspects of your financial well-being – from evaluating your current state to understanding your dreams and aspirations – to build the plan that's right for you.

We start by aligning with your financial aspirations and crafting a tailored plan that sets your money to work toward achieving your goals

Understanding Your Financial Vision

1

Our approach includes creating a portfolio that aligns with your objectives, a contingency plan to deal with the ups and downs, and strategies to enhance your banking relationships.

Risk, Portfolio and Banking Review

2

Plan for the future and your loved ones. We develop a plan to ensure what you leave behind for them is efficiently transferred.

Estate & Tax Planning

3

4

Progress Review

Annually we review the plan to ensure it aligns with your evolving goals and life changes, making necessary adjustments to keep you on the path to success.

Amazing people who make you feel like you are an integral part of their business.

J.W.

Personal Finance Customer

Personal Values

We can customize your portfolio to exclude specific securities or sectors that you don’t want to invest in for ethical reasons.

Risk Tolerance

Your asset allocation will be calibrated to deliver optimal growth potential with the lowest possible risk while maintaining alignment with your investment objectives.

Savings

Your portfolio will be monitored for gains and losses to help you manage the overall taxable consequences on your portfolio.

Liquidity

Your investments can be used to generate cash flow as required.

Personalized Portfolio

Your portfolio is as individual as you are

Unlike mutual funds or many other managed investment programs that are currently available, we give you the advantage of tailoring your portfolio to meet your personal preferences in four key areas:

3 Levels of Expertise

When you Choose Private Wealth, you Benefit from Three Levels of Expertise

Level 3: Investment Specialists

Our seasoned investment specialists are responsible for the day-to-day management of your portfolio and are experts in their dedicated investment mandate. Following the structure established by the Portfolio Management Team, the investment specialists will make buy and sell decisions to help ensure that your portfolio meets its stated mandate and fulfills performance expectations.

IPC Private Wealth is a program offered by IPC Securities Corporation.

Level 1: Our Team

We focus on developing a deep understanding of your investment needs, your financial goals, and your personal preferences. This understanding is essential to creating a portfolio that truly reflects you as an investor. Over time, of course, your circumstances and needs are likely to change. By being aware of these developments, we can adjust your portfolio so that it stays in step with your evolving wealth management needs.

Level 2: IPC Private Wealth Portfolio Management Team

Based on your identified goals and preferences, we will work with the Private Wealth Portfolio Management Team to recommend the portfolio that’s right for you. This team also selects and monitors the investment specialists who are responsible for your portfolio on a day-to-day basis. On a regular basis, the Portfolio Management Team will re-evaluate the design and structure of Private Wealth portfolios, assessing them for optimal asset allocation and monitoring capital gains and losses for potential tax-management strategies.

Sophisticated Investment Platform

Welcome to an Elevated Investment Experience

We have extensive experience and market intelligence in the high net worth and mass affluent markets, having our finger on the pulse of what you want when it comes to your portfolios. That’s why we bring you the simplicity of a non-discretionary portfolio with the benefits of personalized, extra-focused attention to make sure you are reaching your goal. All at an entry point of $250,000 per household!

The benefits of Private Wealth Portfolios include a simplified, single portfolio that is well diversified and optimized; a strong roster of carefully researched and selected investment specialists; a dedicated portfolio management team; and, of course, high levels of customized service and advice to take you right to you goals!

The portfolios available are structured to suit your needs, whether they are capital preservation, saving for a specific milestone, or, preparing for retirement.

 
If you’d like to hear more, give us a call and we’ll give you a taste of the levels of service that come with our Private Wealth portfolios.

IPC Private Wealth is a program offered by IPC Securities Corporation.

Personalized Portfolio

Your portfolio is as individual as you are

Unlike mutual funds or many other managed investment programs that are currently available, we give you the advantage of tailoring your portfolio to meet your personal preferences in four key areas:

Personal Values

We can customize your portfolio to exclude specific securities or sectors that you don’t want to invest in for ethical reasons.

Risk Tolerance

Your asset allocation will be calibrated to deliver optimal growth potential with the lowest possible risk while maintaining alignment with your investment objectives.

Savings

Your portfolio will be monitored for gains and losses to help you manage the overall taxable consequences on your portfolio.

Liquidity

Your investments can be used to generate cash flow as required.

3 Levels of Expertise

When you Choose Private Wealth, you Benefit from Three Levels of Expertise

Level 3: Investment Specialists

Our seasoned investment specialists are responsible for the day-to-day management of your portfolio and are experts in their dedicated investment mandate. Following the structure established by the Portfolio Management Team, the investment specialists will make buy and sell decisions to help ensure that your portfolio meets its stated mandate and fulfills performance expectations.

IPC Private Wealth is a program offered by IPC Securities Corporation.

Level 1: Our Team

We focus on developing a deep understanding of your investment needs, your financial goals, and your personal preferences. This understanding is essential to creating a portfolio that truly reflects you as an investor. Over time, of course, your circumstances and needs are likely to change. By being aware of these developments, we can adjust your portfolio so that it stays in step with your evolving wealth management needs.

Level 2: IPC Private Wealth Portfolio Management Team

Based on your identified goals and preferences, we will work with the Private Wealth Portfolio Management Team to recommend the portfolio that’s right for you. This team also selects and monitors the investment specialists who are responsible for your portfolio on a day-to-day basis. On a regular basis, the Portfolio Management Team will re-evaluate the design and structure of Private Wealth portfolios, assessing them for optimal asset allocation and monitoring capital gains and losses for potential tax-management strategies.

Sophisticated Investment Platform

Welcome to an Elevated Investment Experience

We have extensive experience and market intelligence in the high net worth and mass affluent markets, having our finger on the pulse of what you want when it comes to your portfolios. That’s why we bring you the simplicity of a non-discretionary portfolio with the benefits of personalized, extra-focused attention to make sure you are reaching your goal. All at an entry point of $250,000 per household!

The benefits of Private Wealth Portfolios include a simplified, single portfolio that is well diversified and optimized; a strong roster of carefully researched and selected investment specialists; a dedicated portfolio management team; and, of course, high levels of customized service and advice to take you right to you goals!

The portfolios available are structured to suit your needs, whether they are capital preservation, saving for a specific milestone, or, preparing for retirement.

 
If you’d like to hear more, give us a call and we’ll give you a taste of the levels of service that come with our Private Wealth portfolios.

IPC Private Wealth is a program offered by IPC Securities Corporation.

Who We Are For

The Right Advice has the Power to Transform your Future and Empower Your Loved Ones

Young Singles & Families

Your Acceleration Years

Mid-Career Families

Business Owners & Professionals

Nearing Retirement

Retired

Who We Are For

The Right Advice has the Power to Transform your Future and Empower Your Loved Ones

Young Singles & Families

Mid-Career Families

Your Acceleration Years

Nearing Retirement

Retired

Business Owners & Professionals

Start Building Your Legacy

Join us for a journey of financial empowerment and create a lasting legacy for your family.

BOOK A CALL NOW