Using our Financial Footprint process, Keith provides a complete review and assessment of your financial well being. This is a comprehensive service that includes Wealth Management & Preservation, Retirement Goal Planning, Insurance Analysis, and Tax & Estate Strategies. This is our process of advice and is presented in an easy to understand and non-intimidating manner.

The Financial Footprint service is available only to those clients with substantial assets, as it is included as part of our Total Service Commitment. Financial Footprint is also an ongoing process that we review and update regularly to ensure we continue to reach our goals. Keith and his team have an open door policy, and is available anytime to discuss your individual financial needs. As your primary financial Advisor, Keith will work with your other professionals, as needed, to optimize the advice for any particular situation.

Keith’s experience includes

• Over 18 years in the Financial Services industry
• Branch Managers Certificate, and currently manages 20+ Advisors
• Worldsource Branch Managers Council
• Investment Fund Licensed since 1991
• Business Administration Certificate – University of Manitoba
• Insurance License Levels 1 & 2. These include Life, Disability, Critical Illness and Group insurance
• Licensed in BC, Alberta and Manitoba

Community Involvement

• Ducks Unlimited Canada
• Klondike Days - Edmonton
• The PGA in Vancouver
• Indy Vancouver
• 2010 Winter Olympics

Keith is accepting new clients by referral with $250,000+ of investable assets. Please also refer to our Private Wealth page.