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.
Your Finances Are Our Priority
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!
Primary Practice Areas
Business & Professional
We cover retirement, estate, succession, partnership buy/sell planning as well as key person, group health, group pension and Salary continuation plans. Learn More
Individual
We cover retirement, life insurance, living benefits and investment planning as well as health insurance and mortgages. Learn More
Need A Consultant?
Our advice is about more than just smart money management. It’s about seeing the bigger picture, identifying risk and discovering opportunity.
Our Team
Greg Keith, CFP, RIS
Financial Planner
Angela Dibblee, RIS
Associate Advisor
Haley Ross
Investment Associate
Contact Us Today
From Our Clients
We have helped 100’s of businesses and individuals build wealth but don’t take it from us hear it from our satisfied customers.
“Greg and his team are fantastic. They have a beautiful and inviting office in the heart of uptown Saint John. I like their straightforward approach, they quickly assessed my needs, are very responsive, and client-focussed. I would gladly refer KWM to my colleagues, friends and family.“
“Trusting KWM with my investments was one of the best decisions I’ve ever made. Greg was knowledgeable and very patient. He took his time and really listened. I recommend using KWM for all your financial planning needs. “
“KWM are incredible Advisors. We met with Angela and Greg. They are trustworthy, knowledgeable and down-to-earth. They took their time and left no stone unturned when building our plan.“
“I had dealt with another advisor for years but felt like I wasn’t being listened to. I had several meetings with Greg over the course of a year before making the decision to change. Greg is extremely knowledgeable and always available to discuss options and help with our concerns. He has a way of explaining complex concepts in a simple and understanding manner.“