His mission… To develop “A well thought-out plan for your financial future which is an integral part of building the life you want for yourself and your family.”
As a Financial Planner with Investors Group, Keith found his perfect career fit after a broad range of experiences. From Retail, to Oil & Gas Management and a family run Mortgage Business, he discovered a knack for financial planning and a passion for helping people reach their financial goals.
Working in the oil & gas industry helped build a strong work ethic, and a respect for the hard work and time spent to earn a pay cheque. Eventually he moved to a full time mortgage career where he helped many clients buy or build their first homes, sharing his experiences to help others with a huge financial investment. As home values grew and clients were starting to consider investment properties, debt consolidation, or investing, he returned to school to make sure he could offer sound advice. This led to his financial advisor position with The Investors Group. Now his holistic plans also include:
- Retirement & Estate Planning
- Tax Saving Strategies
- Risk Management
- Family Protection
“Income & Wealth are key components to a plan, but most important is identifying and staying focused on your goals.” Able to advise on every aspect of a financial plan, he works tirelessly to optimize his clients’ dollars, savings on taxes, and growing and protecting their wealth.
Through this hard work and determination he has won The Investor’s Group - Risk Management Award for 2 years in a row, and has also won their Community Leader Award. He has volunteered his time with the Airdrie Chamber of Commerce, Airdrie Lions Club, 2014 Alberta Summer Games and Parade committees, all in leadership roles. “It's important to invest in your community, if you want it to invest in you.”
Through volunteering, Keith says, “I've had the opportunity to meet, form relationships, learn and understand my clients & prospects needs and values. Although it's required more energy than I've had at times, I have already noticed a positive effect on my business. That was never my main goal or focus, but a very welcome reward. I've tested my capabilities, learned about people and my community, built many strong connections and relationships and instilled a sense of pride & confidence in myself and the City I do business in. I don't believe there is a better way to learn about yourself and others than to volunteer.”
Likeable and easy going, Keith is very approachable and immediately makes those around him feel very comfortable in his presence. His dedication to friends, family, clients and community is always apparent and one of his best qualities. Knowledgeable, diligent and trustworthy… all things that make Keith not only a great financial planner but ensure his continued success. Expect nothing less than great things from him in the near future!