Portfolio Management

Saving for the future is the cornerstone of a solid financial plan.  But where do you start?  There are many account types, investment strategies and savings products to choose from.  We will take the time to sit down with you and discuss your personal circumstances and design a plan with you to reach your savings and retirement goals.

How we can help:

  • Provide a second opinion on your existing investment or retirement portfolio
  • Investment options for proceeds from the sale of a business, real-estate or farm quota
  • Develop a savings plan for a home purchase, wedding or birth of a child
  • Guidance on investing a severance, commuted pension or bonus from an employer
  • Design a portfolio to invest an inheritance
  • Tailor a portfolio to provide tax efficient income for retirement
  • Provide advice to those just starting a career and saving for retirement
  • Setup of Group RRSPs for employers
Investments We Offer
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Segregated Funds* (insured investments with guarantees)
  • High Interest Savings Accounts
  • Guaranteed Investment Certificates (GICs)
  • Tax-efficient corporate class investments
  • Socially Responsible Investments (SRI)
  • Environmental, Social, and Governance (ESG) factor investing

*Note: insured investments not necessarily offered through Keybase Financial Group

Mutual Funds Offered through