Jeffery A. Keill, CFP®, CIM, FMA, FCSIPortfolio 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:
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.