Keill & Associates I Family Focused Wealth Management

07/16/2026

We're excited to share the latest edition of our Serious Money Magazine with you!

Inside, you'll find timely financial insights, practical planning tips, market updates, and more to help you stay informed and make confident financial decisions.

We invite you to take a look and let us know what you think. Your feedback is always appreciated—we'd love to hear what you enjoyed and what topics you'd like to see covered in future editions.

Happy reading!

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07/14/2026

We often put emphasis on time—where we need to be, what we need to do next, and how quickly we can get there—that we can end up feeling lost and without direction.

In our latest blog, we explore the fact that the compass came before the clock and why having direction is more important than simply moving faster. This concept applies to your financial life and why knowing where you're going is the foundation of building lasting wealth.

Take a few minutes to read our latest blog and discover why direction matters more than time.

by: Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEAPortfolio Manager and Senior Wealth AdvisorRunning as fast as you can is meaningless unless you have a destination. Purpose and destination matter. Why do you think the compass was invented long before the clock?Sitting around the pool and the dinner tab...

07/10/2026

Yesterday, we had the privilege of sitting down with Jennifer Moir, Founder & CEO of AgeWell Solutions, to discuss the importance of professional dementia education for financial professionals.

As a team that completed Dementia Friendly training several years ago and is now DFA Certified, we shared our insights on how this specialized training has strengthened our ability to support clients and their families. Understanding the impact of cognitive changes allows us to provide compassionate guidance, meaningful conversations, and thoughtful financial planning when it matters most.

We're proud to be part of a growing movement that empowers financial professionals to better serve those living with dementia and their loved ones.

Stay tuned for the full interview—we can't wait to share it with you!

07/03/2026

We are excited to be hosting our third Serious Money Seminar on Saturday, July 11th, from 10:00 a.m. to 12:00 p.m. at the Carleton Place Library.

This session will focus on financial considerations for young couples and families, including important planning topics that can help you build a strong financial foundation for the future.

Space is limited, so be sure to reserve your spot by emailing us at [email protected].

We look forward to seeing you there!

07/01/2026

From all of us at Keill & Associates, have a safe, happy, and memorable Canada Day!

06/29/2026

What does the old blacksmith's parable about the anvil and the iron have to do with your finances?

In our latest blog, we explore how a well-built financial plan is much like an anvil—strong, steady, and designed to withstand the blows of uncertainty. As the investor, your behaviour is the iron, shaped over time by the challenges and opportunities that come your way.

Read our latest blog to discover how discipline, patience, and a solid financial foundation can help you stay on track toward your long-term goals.

by: Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEAPortfolio Manager and Senior Wealth AdvisorHave you ever heard of the parable of the Old Blacksmith? In truth, I am not actually sure if that is what it is actually called but I heard this idea again just recently. Here is the basic premise- a piece of i...

06/26/2026

On Friday, June 12th, we hosted the K&A Charity Golf Tournament at the Stittsville Golf Course in support of the Carleton Place Lions Club.

Thanks to the incredible generosity of our participants and sponsors, we are proud to announce that we raised over $5,200! These funds will go directly toward supporting the many community initiatives and programs provided by the Carleton Place Lions Club.

We would like to extend our thanks to everyone who participated, donated, and sponsored this year's tournament. Your support and commitment help make events like this possible and have a meaningful impact on our community.

A special thank you to the businesses featured below. We truly appreciate your continued support, not only for this year's tournament but for the many tournaments you have supported over the years.

Together, we are making a difference in our community.

06/25/2026

Another school year has come to an end, and with it, K&A celebrates with the many students and new graduates reaching this important milestone!

We congratulate you all on your achievement. Your hard work and dedication has paid off, and you should be proud of all you've accomplished!

We wish all students, teachers and families a happy, safe, and memorable summer filled with fun and adventure.

Cheers to a well-earned summer break!

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