I am a licensed financial and insurance advisor with iA Financial Group, bringing nearly a decade of experience in the financial industry since 2015. My passion lies in helping clients achieve their financial planning goals and secure their financial future.
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2 customer reviews
yolanda
Financial Advisors
Keenan is very helpful, informative, and understanding Financial advisor. He helped me with on going financial advices, also helping with investments for opening a path to more wealth. Great with follow ups too. Thank you Keenan. More...
Reply from Industrial Alliance Financial Group
Thank you so much for the review!
George jones
Amazing listens and is hollistic
What do you love most about your job?
Assisting clients with their financial plan and investment advice always puts a smile on my face.
What inspired you to start your own business?
Helping people close to me with financial advice including friends and family.
Why should our clients choose you?
My honestly and knowledge. I have been in the finance industry for almost 8 years, including 6 years at CIBC and over a year at Scotiabank. Very strong investment knowledge, hollistic financial planning, specialized asset allocation and 24 hour availability since i can do meetings remotely.
Can you provide your services online or remotely? If so, please add details.
Yes in person or via MS Teams. I can come to you, call you on your phone, Webex or any kind of technology.
What changes have you made to keep your customers safe from Covid-19?
No specific covid restrictions. All though i will wear a mask for in person meetings if the client requests it.
Financial Planning
Investing/Asset allocation
Life insurance
Including whole life, universal life and term life.
Disability/critical illness insurance
Business insurance
Retirement planning
Segregated/mutual funds
Mortgages/secured lending
