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Stay Connected and Up-to-Date

Our Blog Articles

Read through our informative long-form content about our company, community, and financial trends.

Our Discussion Papers

Go through our informative financial discussion papers to help you stay informed on your next big life decision.


Serious Money Magazine

Q1, Q2

Events

Client Tool Kit

K&A Videos

Our Events

Our team is involved in educational, informative, community, and client events. Below you’ll find details on each one, and how to register. We look forward to seeing you at a future event.

Financial Resources & Calculators

Here are useful tools to get you started as you manage your wealth 
for years to come. 

Financial Planning

Investment Planning

Retirement Planning

Tax Rates and Net Worth Planning

Discover the timeless financial principles that will set you FREE!

I wrote this book for YOU. I want to help you to achieve your financial goals. I want to show you the tools that keep simplicity at the core of the decision-making process so that you can stay focused on your wealth journey.

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Jeffery A. Keill,
CFP®, CIM, FMA, FCSI, RIS
Founder 

Poster of "Focused Wealth - A Canadian common sense guide to financial prosperity" by Jeffery Keill (CFP, CIM, FMA, FCSI)
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When you want answers you start online. We live in a world of apps, bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big financial questions. That comes when you connect with real people.

Learn How to Plan for Your Future

Personalized Financial Solutions

Ready to Plan Wisely?

Find out what we can do for you. Embrace a future of financial security with our personalized, lifelong wealth management.

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Financial Education in Minutes 









Out in the Community

Here are a few past events we’ve had the privilege of being part of.

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