Example Site Message: Click to Edit/Replace Text

Hours of Operation: Mon - Fri 8:00am - 8:00pm

ABOUT

At Keith Wealth Management, we specialize in wealth management and financial services for businesses, professionals and individuals. We are committed to building wealth in the areas of investment accumulation, tax reduction, insurance protection and retirement planning. Our advice is about more than just smart money management. It's about seeing the bigger picture, identifying risk and discovering opportunity. It's about learning your goals and your dreams, then building a personalized plan to reach them. We know you are unique, your plan should be too!

MEET THE TEAM

Greg Keith, CFP, RIS - President


Greg founded Keith Wealth Management Inc. in 2018 after spending 13 years as an award winning Advisor and Manager in the financial services industry


Greg is a licensed investment dealer through the Investment Funds Institute of Canada, has completed the life, accident & sickness insurance dealer program. He has also completed the Branch Managers (IFSE) course, Certified Financial Planner's (CFP) designation and holds the Responsible Investment Specialist (RIS) designation.

Angela Dibblee, RIS - Financial Advisor


Angela's background includes working with a national financial services firm as well as spending several years in marketing and business development.  


Angela is a licensed investment dealer through the Investment Funds Institute of Canada, has completed the life, accident & sickness insurance dealer program (LLQP) and also holds the Responsible Investment Specialist (RIS) designation.



OUR SERVICES


Business & Professional 

  • Retirement Planning
  • Estate Planning
  • Succession Planning
  • Partnership Buy/Sell Planning
  • Key Person Insurance
  • Group Health Insurance
  • Group Pension Plans
  • Salary Continuation Plans

Individual

  • Retirement Planning
  • Life Insurance Planning
  • Living Benefits Planning
  • Investment Planning
  • Health Insurance  
  • Mortgages

CONTACT US

Telephone: (506) 799-1785 
Fax: (506) 646-9898
Email: greg.keith@f55f.com