Keill & Associates I Family Focused Wealth Management

Keill & Associates I Family Focused Wealth Management Let us help you build a secure financial future.

With over 34 years of experience in providing professional financial advisory services, we are a dedicated Team helping families make wise financial decisions throughout all stages of life. Our Purpose is simple: to provide family focused wealth management solutions and financial services to busy people so that they can live ther dreams without worry.

Last week Jeff joined 34 Wealth Advisors and Portfolio Managers from across Canada in Ireland for a Due Diligence trip t...
06/23/2026

Last week Jeff joined 34 Wealth Advisors and Portfolio Managers from across Canada in Ireland for a Due Diligence trip to the Dublin Head Office of Irish Life and Keyridge Asset Management. Following portfolio discussions they had the opportunity to meet with Executives from both Diageo (owners of Guinness, Captain Morgan, Smirnoff, Crown Royal, among other well known brands) and the Irish airline- Ryan Air. The Portfolio Manager discussions with Keyridge revolved around tariffs, oil, European Union, all things Trump (including how to manage the T.A.C.O trade as the Irish PM’s call it: (Trump Always Chickens Out) and derivative strategies to reduce portfolio risk. Diageo and Ryan Air explained their business models and how they are positioning to take advantage of changes in their respective industries and how financial performance will improve. At the time of the visit, both Diageo and Ryan Air are current holdings in the various Keill Portfolio’s through an active sleeve managed by Keyridge or in certain Vanguard holdings. Thank you to Irish Life for hosting us in their new building and to Diageo for the private tour and the use of their boardroom in the Guinness Storehouse. Slainte!

06/21/2026
06/10/2026

Been a busy time for our Team but Jennyne and Christa were still able to squeeze in some time to learn and meet new people. Thank you to our business partners at Advice Canada for hosting the Insurance Administrators Lunch and Learn on the Ottawa River Queen earlier today.

Our team enjoyed being part of the 55+ Expo last week hosted by Home Hospice of Lanark County.We always appreciate oppor...
06/09/2026

Our team enjoyed being part of the 55+ Expo last week hosted by Home Hospice of Lanark County.

We always appreciate opportunities to connect with fellow members of our community and local businesses. Events like these allow us to build relationships, share information, and celebrate the strong community we are proud to be a part of.

Thank you to everyone who stopped by to say hello—we enjoyed meeting you and look forward to future community events!

With the golf tournament just one week away, we want to take a moment to acknowledge all of our incredible sponsors for ...
06/05/2026

With the golf tournament just one week away, we want to take a moment to acknowledge all of our incredible sponsors for their generosity and support. Your wonderful raffle prizes, and auction items will help make next week's event a tremendous success.

Thank you again for helping make this possible—we couldn't do it without you!

If you've called our office in the last month, you've probably noticed a new voice on the other end of the line!We're ex...
06/04/2026

If you've called our office in the last month, you've probably noticed a new voice on the other end of the line!

We're excited to officially welcome Christa Madore to our team. Christa joined us in mid-April and has quickly become a valuable part of our office. She will be working at our front reception desk and supporting account management on the MFDA platform under the guidance of Geoff Sgarbossa.

Please join us in welcoming Christa to the team—we're glad to have her on board!

A huge thank you to all of our sponsors for your incredible support! Through your generous contributions, amazing prizes...
06/03/2026

A huge thank you to all of our sponsors for your incredible support! Through your generous contributions, amazing prizes, and unforgettable experiences, our golf tournament is shaping up to be a tremendous success.

Your partnership helps make this event possible, and we are truly grateful for your commitment to our community. We can't wait to see everyone on the course!

If you would like to become a sponsor, there is still time! Please contact Jennyne at [email protected] for more information.

There’s still time to register—and spots are still available—for our Charity Golf Tournament in support of the Carleton ...
06/02/2026

There’s still time to register—and spots are still available—for our Charity Golf Tournament in support of the Carleton Place Lions Club!

Join us on Friday, June 12th for a great day of golf, community, and fundraising for a worthy cause.

Not able to play? We would be grateful for your support through sponsorship. Every contribution helps make a difference and supports the important work of the Carleton Place Lions Club.

To register or learn more about sponsorship opportunities, please contact us today!

Come see us at the 55+ Expo!We’re excited to be attending the 55+ Expo this Thursday, June 4, and we’ll have a table set...
06/01/2026

Come see us at the 55+ Expo!

We’re excited to be attending the 55+ Expo this Thursday, June 4, and we’ll have a table set up throughout the event. Stop by to say hello, learn more about what we do, ask questions, and connect with our team.

We look forward to meeting you and seeing familiar faces from the community!

We’re excited to be participating in the 55+ Expo! Come swing by our booth to say hi, ask questions, and take advantage ...
05/25/2026

We’re excited to be participating in the 55+ Expo!

Come swing by our booth to say hi, ask questions, and take advantage of the opportunity to get some valuable information.

Looking forward to seeing you there!

A Free Gift!
Arrive early for a little something special! We’ll be giving away complimentary tote bags to visitors while supplies last. Perfect for collecting materials as you explore the Expo.
Home Hospice North Lanark (HHNL) and the Carleton Place Recreation & Culture are proud to partner on this exciting event designed to support healthy, independent living in our community.
Thursday, June 4th
10:00 a.m. to 3:00 p.m.
Carleton Place Arena, Carleton Place75 Neelin Street, Carleton Place
Join us for an empowering day celebrating healthy, active living and the vibrant 55+ community! Discover expert advice, practical tools, and local resources to help you stay independent, connected, and thriving—wherever you choose to call home.
This free event will feature:
Engaging speakers
Interactive workshops
Local exhibitors
Hands-on resources for living well

Address

81 Bridge Street, Carleton Place
Carleton Place, ON
K7C2V4

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 3pm

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