Investments
Deciding how to invest is one of life’s big decisions – in fact it’s a series of decisions that can have a big impact on your financial future.
It can be complicated and overwhelming. Many investors end up chasing fads, trends and short-term thinking which can interfere with your ability to achieve long-term financial goals. At Keyes Financial Strategies, we take into account all aspects of your financial picture by aligning with your goals, risk-tolerance and personality to create optimized investment portfolios.
Investment Solutions We Offer:
Support your investing goals—from starting a career or family, to saving for retirement—by choosing from a broad range of Equity, Balanced and Fixed Income solutions, based on your risk tolerance and life goals.
Asset Allocation Portfolios
Sophisticated pension style investment process optimized with a mix of underlying ETF’s, Mutual Funds and Opportunity Funds.
Mutual Funds
Your life goals, family situation, career path and a hundred other factors make your investment needs unique. You may want to save for retirement, help protect your nest-egg or grow your assets. You can choose to invest in a mix of Equity, Balanced and Fixed Income funds, based on your risk tolerance and life goals.
Segregated Funds
Build toward savings goals and a worry-free retirement with segregated fund contracts offering both growth and security.
GIC's
Protect your principal while earning a guaranteed rate of return on your investment.
Annuities
An income-generating insurance product, you will never outlive your retirement income.
Premier Investment Program
This is our fee-based program where the cost of service and advice, traditionally linked to a transaction or bundled in the product price, is featured as a flexible and transparent asset-based fee.
The Premier Investment Program can benefit my clients in a number of ways:
- You pay for advice, not transactions
- Advisor compensation is completely transparent and agreed upon
- The fee-based solution provides the medium for developing a strong, customized portfolio at a cost that is generally less than the cost associated with traditional mutual funds
- Fees can be paid outside of your client's portfolio; this means your portfolio return need not be reduced to pay fees and assets can grow faster
- The fee is generally tax deductible
- Combine your accounts into a household plan – allows you to potentially benefit from lower fees that are typically offered at higher asset levels.
Private Investment Pools
The Manulife Private Investment Pools (MPIP) program is an exclusive wealth management initiative with the comprehensive resources needed to fulfill your distinct preferences and priorities.
Institutional investors such as pension plans and endowments employ disciplined techniques to invest with greater certainty. The Private Investment Pools bring the same level of discipline and asset management expertise within reach for affluent investers.
Key Features of MPIP Investment Pools:
- Comprehensive suite of investment pools in a range of asset classes
- Tax efficient growth and income through corporate class structure
- Quality portfolio managers
- Competitive fees
- Tiered Management Fee Reductions
- Household account-linking to help reduce management fees
- Automatic rebalancing
Private Wealth Management
Keyes Financial Strategies maintains Referral arrangements with major Private Wealth management firms. We are pleased to offer these investment solutions to qualifying ($2,000,000 plus) clients.
Firms
- Connor, Clark & Lunn Private Capital ltd.
- Manulife Private Wealth
- Manulife Capital Markets
- Manulife Bank