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Check out what's new at K&A! Our new Resource Page and our revamped Insights page!
Serious Money Magazine
Our quarterly magazine for Canadians who want to go beyond the basics. Four issues a year covering wealth strategy, market trends, and the lifestyle choices that shape your financial life. Browse every issue below.
Events
4
June 2026
55+ Expo
12
Jun 2026
2026 K&A Charity Golf Tournament in support of the Lions Club
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11
July 2026
Latching and Hatching- Considerations for Young Families
Estate Planning
Estate Protection For Vulnerable Beneficiaries Using Annuities
A common concern for many families is the transfer of wealth upon death to a vulnerable beneficiary. This K&A video has a high level look at the use of an annuity contract and how it can be used to protect family wealth in such circumstances.
18:36
Latching Part 4
This is the final segment of our 4 part Serious Money Seminar series called Latching and Hatching. Keill and Associates Client Experience Coordinator, Jennyne Kennedy hosts K&A Certified Financial Planner Geoffrey Sgarbossa as they continue discussing considerations for people entering into Couple-hood or Parenthood.
14:45
Latching Part 3
This 15 minute video is Part 3 of a 4 Part series discussing considerations for those entering 'couple-hood' or parenthood. The seminar is hosted by Jennyne Kennedy the Client Experience Coordinator at Keill & Associates along with K&A Certified Financial Planner Geoffery Sgarbossa. .
15:05
Latching and Hatching Part 2
Part 2 of 3 of Latching and Hatching. A 15 minute video presentation by Jennyne Kennedy, Experience Coordinator and Geoff Sgarbossa, Certified Financial Planner from Keill and Associates. A presentation that compliments Keill and Associates live quarterly events. In this video Jennyne and Geoff continue to discuss considerations for those newly entering into "couple-hood" or parenthood.
14:45
Latching and Hatching Part 1
A 15 minute introduction to our Hatching and Latching seminar. This video is done for those who are unable to join our live events each quarter. The topic covered in this (Part 1 of 3) video discusses considerations for individuals thinking of "couple-ship" or parenthood and features Jennyne Kennedy, Experience Coordinator and Geoff Sgarbossa, Certified Financial Planner with Keill and Assocites.
Serious Money in Minutes
Explore our top expert guides, from foundational financial planning to advanced
wealth strategies. All designed to help you secure your financial future.
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