Young Singles & Families
Mid-Career Families
Your Acceleration Years
Nearing Retirement
Retired
Business Owner & Professionals
Human-Centred Wealth Advice
The Right Financial Advice has the Power to Transform Your Future and Empower Your Loved Ones
Our Mission
Keill & Associates aims to deliver innovative family-focused wealth management solutions to ensure busy families can live their dreams free of financial worry.
Jeffery A. Keill, CFP®, CIM, FMA, FCSI, RIS
Founder and Senior Wealth Advisor
Our Offering
Wealth Advice Service
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Debt Reduction
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Risk Assessment
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Wealth Creation
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Tax Advice
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Education
Financial Planning
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Education
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Retirement
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Estate
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Home Buying
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Pension Planning
Wealth Management
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Discretionary Portfolio Management
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Stocks, Bonds, Mutual Funds, EFT'S
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Systematic Plans
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Registered Accounts
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Non- Registered Accounts
Flexibility
Managing family schedules or seeking financial advice should be stress-free.
We'll meet you where it's convenient, whether online, in-person, or on a group video call with your family, in any location or time zone.
Convenience
Planning is personal. Choose from our range of services to find what works best for you, whether it's for a specific goal or comprehensive wealth management.
We will help you find your preferred approach.
Assurance
Effective communication is key to our collaboration.
We'll tailor and adjust your plan according to your preferred communication channels, ensuring we easily stay connected.
Our Difference
We adapt to your unique situation and preferences, guiding you through market changes and major life events. Our approach is personalized advice, tailored just for you.
Advice Your Way
Jeff Keill is a very professional and knowledgeable financial advisor, and I wholeheartedly recommend him to you. His first book on personal finance was instrumental in me taking control of my own finances. I would recommend that you contact Jeff and his staff without delay, as every day counts in this current economy.
Jeremy K.
Personal Finance Customer
Keill & Associates Process
Turning your Vision into an Actionable Long-Term Plan
Our Team adopts a disciplined process using our K&A Personal Wealth 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.
1. Discovery & Goal Setting
We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.
2. Analysis
Our experts conduct a meticulous review of your financial standing, considering all assets, liabilities, and cash flows.
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.
4. Proposal
With the strategy set, we initiate the execution phase, focusing on implementing investment decisions that propel you toward your goals.
5. Execution & Implementation
As markets shift and your life evolves, we remain vigilant, adjusting your financial strategy to new realities and opportunities.
6. Ongoing Review & Monitoring
Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.
Discovery & Goal Setting
We begin our journey with a personal engagement to deeply understand your unique financial goals and circumstances.
Analysis
Our experts conduct a meticulous review of your financial standing, considering all assets, liabilities, and cash flows.
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.
Proposal
With the financial strategy set, we initiate the execution phase, focusing on implementing investment decisions that propel you toward your goals.
Execution & Implementation
As markets shift and your life evolves, we remain vigilant, adjusting your financial strategy to new realities and opportunities.
Ongoing Review & Monitoring
Our regular comprehensive reviews ensure that your financial strategy stays aligned with your changing needs.
Turning your Vision into an Actionable Long-Term Plan
Our Team uses our K&A Pathfinder Program to identify and plan for the many financial stops in ones life journey. 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 a plan that's unique and right for you.
Download our free e-book and learn how a financial advisor can enhance your wealth plan.
Human Dimension of Advice
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
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.