Meet Our Team

Jeffery A. Keill, CFP, CIM, FMA - Branch Manager

Since 1992, Jeff has worked as a professional financial planner helping busy people achieve their financial goals. He has aligned himself with a highly motivated and client centric team of Advisors who strive to develop long-term relationships that will allow their clients to ‘live their dream’.

Jeff is a long standing member of the local Lions Club where he now serves as Past President. Jeff is also a respected instructor for Algonquin College’s business program as well as active Board Member for Financial Services program. Jeff resides just outside of Carleton Place with his wife Teresa and their two children.

Some of Jeff’s accomplishments:

- Canadian Securities Course
- Life, Disability, and Health Insurance Licensed
- Certified Financial Planner
- Branch Manager certification
- Canadian Investment Manager
- Financial Management Advisor

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