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The Estate Plan
by Jeffery A. Keill, CFP, CIM, FMA, FCSI Keill & Associate- Senior Wealth Advisor/ Portfolio Manager If your goal is to live forever,...
jennynekennedy
Jun 45 min read
RDSP - Special Circumstances
by Geoff Sgarbossa, CD, CFP, RIS, Financial Planner RDSP - Special Circumstances While we originally provided a Discussion Paper...
jennynekennedy
Mar 256 min read
Tariffs - And the Magic Eight Ball
by: Jeffery A. Keill, CFP, CIM, FMA,FCSI Portfolio Manager and Senior Wealth Advisor As children, we would search for answers using the...
jennynekennedy
Mar 76 min read
Joint Bank Accounts and Banking Power of Attorney: What's the Difference?
By Jeffery A. Keill CFP,CIM,FMA,FCSI, Senior Wealth Advisor and Portfolio Manager- Keill and Associate Advisory Team How often has our...
jennynekennedy
Mar 35 min read
Risk Management- Life Insurance
by Geoff Sgarbossa, CD,CFP,RIS, Financial Planner Going back through history, when misfortune struck a family, it was common for others...
jennynekennedy
Mar 38 min read
Financial Planning- Who Should You Trust
by Geoff Sgarbossa, CD,CFP,RIS, Financial Planner, Keill & Associates Wealth Advisory Why Seek Professional Advice? I’m too embarrassed...
jennynekennedy
Feb 276 min read
Terrifying Tariff's ?
by: Jeffery A. Keill, CFP, CIM, FMA,FCSI, Portfolio Manager and Senior Wealth Advisor With the stroke of a Sharpie- turmoil. President...
jennynekennedy
Feb 46 min read
Change your Habits Change your Life
by Stacey Knechtel, Professional Organizer Quitter’s day. What is that you may ask? It’s a day marked on our national calendar that falls...
jennynekennedy
Jan 204 min read
Getting A Mortgage Pre-Approval
by: Teresa Keill, Mortgage Agent Keill & Associates- Client Care Team One thing is certain- Canadians love to own their own home. Of...
jennynekennedy
Nov 19, 20245 min read
Financial Stress and Wellness
by Jeffery A. Keill, CFP,CIM,FMA,FCSI, Senior Wealth Advisor Keill & Associates- Advisory Team Let’s face it- times are tough for many...
jennynekennedy
Nov 19, 20246 min read
The Art of Paying Down Debt
by Jeffery A. Keill, CFP, CIM, FMA, FCSI, Portfolio Manager and Senior Wealth Advisor Keill and Associates- Advisory Team Walking on the...
jennynekennedy
Nov 14, 20245 min read
Risk Management- The Five Step Process
by Geoffrey Sgarbossa, CFP, RIS, CD Wealth Advisor Keill & Associates- Advisory Team Murphy’s Law is a very optimistic law, stating that...
jennynekennedy
Nov 13, 20246 min read
Credit Reports and Credit Scores
by Jeffery A. Keill, CFP, CIM, FMA, FCSI, Portfolio Manager and Senior Wealth Advisor Keill & Associates- Advisory Team If you use...
jennynekennedy
Nov 5, 20244 min read
So you Just Had a Baby?!
By Jeffery A. Keill, CFP, CIM, FMA, FCSI, Portfolio Manager and Senior Wealth Advisor Keill & Associates- Advisory Team So you just had a...
jennynekennedy
Nov 5, 20245 min read
The Cash Wedge Retirement Income Strategy
by Jeffery A. Keill, CFP, CIM, FMS, FCSI, Portfolio Manager and Senior Wealth Advisor Keill & Associates- Advisory Team The “K&A Cash...
jennynekennedy
Nov 5, 20243 min read
Sticking to a Budget
by Jeffery A. Keill CFP, CIM,FMA,FCSI, Portfolio Manager and Senior Wealth Advisor Keill & Associates- Advisory Team The simply complex...
jennynekennedy
Nov 5, 20244 min read
Relationship with your money: The Budget
by Jeri Bitorf, Certified Money Coach Keill & Associate- Strategic Partner Budget Coaching: Many of the thousands of people I have helped...
jennynekennedy
Nov 5, 20244 min read
The Four D's of Tax Planning.......
by Jeffery A. Keill, CFP, CIM, FMA, FCSI, Portfolio Manager and Wealth Advisor Keill and Associates- Advisory Team Canada’s Income Tax...
jennynekennedy
Nov 5, 20245 min read
So You Want to Retire, eh?
by Jeffery A. Keill, CFP, CIM, FMA, FCSI, Portfolio Manager and Wealth Advisor Keill & Associates- Advisory Team A lot of things have...
jennynekennedy
Nov 5, 20246 min read
Tax-flation Going Broke Safely
by Jeffery A. Keill, CFP, CIM,FMA,FCSI, Portfolio Manager and Wealth Advisory Keill & Associates- Advisory Team In 1973, Roberta Flak...
jennynekennedy
Nov 5, 20247 min read
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