Business Details
Your Trusted Financial Partner in Ontario
At Mary Keetch Financial Services, we are dedicated to empowering clients to take control of their financial futures. With over two decades of experience in investments and insurance, our mission is to provide personalized guidance that aligns with each client's unique goals and priorities. We specialize in simplifying complex financial concepts, offering tailored solutions for retirement planning, estate management, and risk protection. Our team prioritizes transparency, open communication, and long-term relationships, ensuring clients feel confident in their financial decisions.By working with industry-leading providers and leveraging our expertise in mutual funds, segregated funds, and tax-advantaged accounts, we deliver strategies designed to maximize returns while minimizing risks. Our commitment to ongoing education and ethical practices ensures clients receive up-to-date, reliable advice. Whether you're planning for retirement, protecting your family, or growing your wealth, we are here to help you achieve your objectives with clarity and confidence.
Services
Investments
Insurance
Mutual Funds
GICs
RRSP
TFSA
RESP
RDSP
Segregated Funds
Travel Insurance
Highlights and features
- We offer 20+ years of experience in financial advisory services.
- Our team prioritizes personalized, client-focused investment strategies.
- We provide transparent communication and fee disclosure.
- We work with top-tier insurance and investment providers.
- We specialize in comprehensive retirement and estate planning.
Associations and certifications
- FundEX Investments Inc.
- Investia Financial Services Inc.
Services
Investments
We offer diversified investment solutions tailored to your risk tolerance and financial goals. Our expertise includes mutual funds, segregated funds, and non-registered accounts. We work with industry leaders to reduce fees and analyze risks, ensuring strategies align with your long-term objectives while prioritizing transparency and open communication.
Insurance
Our insurance services provide comprehensive coverage for life, disability, critical illness, and long-term care. We help clients lock in costs for permanent policies and evaluate term options to match budget constraints. By working with top providers, we ensure coverage adapts to evolving needs, protecting income and assets for professionals and families.
Mutual Funds
We curate mutual fund portfolios from thousands of options, focusing on long-term performance and fee efficiency. Our approach includes analyzing risk profiles, meeting with fund managers, and ensuring alignment with client goals. We emphasize transparency in communication and provide ongoing portfolio adjustments to maintain optimal performance.
GICs
Our Guaranteed Investment Certificates (GICs) offer competitive rates through partnerships with top Canadian banks and insurers. We provide terms up to 10 years with principal protection via CDIC, DICO, or Assuris. Clients benefit from creditor protection and probate avoidance by naming beneficiaries, ensuring timely disbursement to heirs.
RRSP
We design Registered Retirement Savings Plans (RRSPs) to maximize tax benefits and long-term growth. Our strategies include spousal contributions for income equalization and pension commutation analysis. We evaluate thousands of investment options to create customized portfolios that balance risk and return, preparing clients for a secure retirement.
People
Mary Keetch
Financial Advisor
With 20+ years in finance, Mary Keetch specializes in retirement and estate planning. She holds CPCA, RIS, and CCS designations, emphasizing client education and transparent advice. Her career spans roles at Confederation Life and FundEX Investments Inc.
Kennedy Saberi
Financial Advisor
Kennedy Saberi joined in 2022 as Operations Coordinator and mentee. She holds mutual fund and life insurance licenses, focusing on client experience and portfolio management. Her background includes a Business Finance Course at Fanshawe College.
Samantha MacRae
Office Manager
Samantha MacRae manages team operations and client communications. With HR training and spatial design expertise, she optimizes office efficiency and team cohesion. She joined in 2022 to support organizational growth.
Questions
What services does Mary Keetch Financial Services offer?
We provide investment planning, insurance solutions, retirement accounts (RRSP, TFSA), education savings (RESP), disability plans (RDSP), and risk management strategies.
How can they help with retirement planning?
We create customized retirement strategies using mutual funds, GICs, and pension commutation analysis to ensure income stability and tax efficiency.
Do they work with small business owners?
Yes, we offer health care spending accounts, corporate insurance, and retirement arrangements tailored to small business needs.
Are their investment fees transparent?
We prioritize fee disclosure and work to reduce costs through partnerships with top providers while maintaining performance quality.
How do they handle estate planning?
We use segregated funds and beneficiary designations to avoid probate, ensuring timely asset transfer while protecting against creditors.
Can I access my investments online?
Clients receive regular statements and can schedule virtual/phone reviews to monitor portfolios and adjust strategies as needed.
