Keyes Financial Strategies

At Keyes Financial Strategies, we pride ourselves on being a trusted and dedicated financial services partner to individuals, families, professionals, and business owners. With a commitment to excellence and a focus on doing what's right for our clients, we have been providing sound and professional financial advice since 2003.

Our Mission

Our mission is to help our clients achieve their financial dreams by providing comprehensive financial planning, investment management, risk management, and banking services tailored to their unique needs and goals. We take a holistic approach to financial planning, considering all aspects of our clients' financial lives to create a personalized plan that addresses their individual circumstances.

Our Services

We offer a wide range of services designed to help our clients achieve financial success. Our financial planning services involve creating a comprehensive plan that combines the moving parts of our clients' financial lives for maximum benefit. Our investment services involve creating diversified portfolios with a long-term outlook, rebalancing when necessary to ensure our clients' investments are aligned with their goals. Our risk management services involve identifying and mitigating potential risks to our clients' wealth, lifestyle, and independence. Our banking services involve providing access to a range of banking products and services through referral arrangements with our related company, Manulife Bank of Canada.

Our Team

Our team is comprised of experienced and knowledgeable professionals dedicated to serving the complex needs of our clients. Our team leader, Arlen Keyes, is a Certified Financial Planner and Life Insurance Advisor with over 30 years of experience in the financial services industry. Our team is committed to providing exceptional service and expertise to ensure our clients receive the best possible advice and guidance.

Our Values

At Keyes Financial Strategies, we are guided by a set of core values that shape our approach to financial planning and service delivery. We believe in honesty, trust, and commitment, and we strive to exceed our clients' expectations in everything we do. We are dedicated to doing what's right for our clients, and we are committed to helping them achieve their financial dreams.