Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Jeffery A. Keill

CFP®, CIM, FMA, FCSI
Portfolio Manager And Senior Wealth Advisor

Since 1992, Jeff has worked as a professional financial planner helping busy people achieve their financial goals. He has aligned himself with a highly motivated and client ce...

Donna Cathcart

Client Experience Specialist / Branch Administrator

Donna joined Keill & Associates in early 2019 and quickly entrenched herself as a valuable part of our team. Her role has developed and expanded from general administrative ta...

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Jeffery A. Keill

CFP®, CIM, FMA, FCSI
Portfolio Manager And Senior Wealth Advisor

Since 1992, Jeff has worked as a professional financial planner helping busy people achieve their financial goals. He has aligned himself with a highly motivated and client centric Team that strives to provide family focused wealth management solutions for our clients so that they may “live their dream”.

Jeff is a long standing member of the local Lions Club where he now serves as Past President. Jeff is also a respected Professor for Algonquin College’s School of Business and School of Part Time Studies as well as active Board Member for Financial Services program. Jeff resides just outside of Carleton Place with his wife Teresa and their two teenage children.

Some of Jeff’s accomplishments:

Portfolio Manager

Canadian Securities Course

Life, Disability, and Health Insurance Licensed

Certified Financial Planner

Branch Manager certification

Canadian Investment Manager

Financial Management Advisor

Fellow of the Canadian Securities Institute

Author of “Focused Wealth. A Canadians Common Sense Guide to Financial Prosperity"

Insurance products available through Jeffery A. Keill.

Donna Cathcart

Client Experience Specialist / Branch Administrator

Donna joined Keill & Associates in early 2019 and quickly entrenched herself as a valuable part of our team. Her role has developed and expanded from general administrative tasks to include the timely processing of client service requests and to ensure we execute on our client experience delivery. 

Donna, who was raised in the Ottawa Valley, spent 25 years in Calgary raising her three children before returning to her roots. She now lives happily in Almonte, Ontario and enjoys spending time with her friends and family. She is active and involved in many of her community's festivals and events. 

Clients are encouraged to contact Donna to schedule any appointments with our team or if they have any other service requests. 

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.