Our Approach.

We look at every aspect of your financial situation before beginning the planning process so that we can confidently advise you on your customized retirement program. The best thing about retiring with our team is that we guarantee we will be with you every step of the way. Curious about how taxes will affect you in retirement? Are you retiring on two incomes and not sure which to use first? We will answer all the questions you have so you can enjoy the open road of retirement — worry free.

We use a diverse range of retirement planning techniques to ensure that each client is left with a well rounded and customized retirement plan.

DEBT MANAGEMENT

PORTFOLIO RISK ANALYSIS

PORTFOLIO FEE AUDIT

STRATEGIC ASSET ALLOCATION

BUSINESS PLANNING

Why People Choose Us.

We work one-on-one with each of our clients so the resulting retirement plan is customized and driven by what they need. We give clients a clear view of their financial holdings so they can understand where they are in relation to their retirement goals.

Next, we provide direction on  “where to go from here” by providing honest and straightforward advice. Since we are an independent organization we do not represent any single bank, trust company, asset manager or insurance provider and by extension we don’t represent their interests, giving us the freedom to truly represent yours.

We also collaborate with your existing group of professionals; Bankers, Accountants, Investment Councillors, Insurance Agents, and Brokers to ensure well informed decision making that will leave you with a plan that works with the rest of your life.

Lastly, the Keystone LP team is dedicated to transparency. In order to build a long lasting relationship, clients should understand our process, the outcome, how we plan to measure success, and what the costs will be.