Keill & Associates aims to deliver personalized and innovative family focused wealth management  solutions so families can live their dreams free of financial worry.



Jeffery A. KeillCFP®, 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 t...
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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...
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Our Consultants

Teresa Keill

Financial Advisor IPC Investment Corporation

Geoffrey Sgarbossa, CD, QAFP, RIS

Financial Planner

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

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.


Kids Help Phone is a Canadian and world leader known for our expertise and continuous innovation as Canada’s only 24/7 counselling and information service for young people. Since 1989, our trained, professional counsellors have been listening to kids, often when no one else can or will. We are always there – supporting young people wherever and whenever they need us most.

Our mission is to improve the well-being of children and youth in Canada by providing them anonymous and confidential professional counselling, referrals and information in English and French, through technologically-based communications media.


The Carleton Place Lions Club in a not-for-profit voluntary organization that is committed to our community.  Our members do whatever is needed to help their local community.

Lions Clubs International extends our mission of service every day – in local communities, in all corners of the globe. The needs are great and our services broad, including sight, health, youth, elderly, the environment and disaster relief. Our international network has grown to include over 200 countries and geographic areas.