A certification of skill – a commitment to serve

It's All About You: A personalized approach
to managing your wealth

Let us know about the things that matter to you most. Managing your wealth with an eye toward the future demands vigilance and skill, especially in today’s global economy. With your permission, we’ll collaborate with your existing team of professionals – including attorneys and accountants – to create, implement and manage a comprehensive wealth strategy, focused on your needs.

If you don’t already have a team of professionals working on your behalf, we’d be happy to establish one, ready and waiting to help you when the need arises. We’ll ensure your intentions remain on-track, leaving you with more time to focus on the people and things you care about most.

Families and Individuals

Families and Individuals

11/23/2020
A pragmatic approach to wealth management.
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Corporate Executives

Corporate Executives

11/23/2020
Helping you manage your financial success.
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Business Owners

Business Owners

11/23/2020
Unique solutions for business owners and entrepreneurs.
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Calculate Your Retirement Potential

Calculate Your Retirement Potential

11/23/2020
Understanding your financial situation can be difficult.
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Retirees

Retirees

11/23/2020
Understanding your financial situation can be difficult.
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Endowments & Foundations

Endowments & Foundations

11/23/2020
Delivering strategic solutions to support and sustain the mission of your foundation.
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Cross-Border Clients

Cross-Border Clients

06/10/2018
Unique solutions for Americans and Canadians.
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Corporations

Corporations

06/08/2018
Trusted and comprehensive guidance to support your needs and corporate mission
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You are the centre of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

John Keefe

John

Keefe, CIM® Financial Advisor
Spencer Kerr

Spencer

Kerr Financial Advisory Assistant
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt
Sophisticated wealth management