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.

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

05/20/2026
Life is full of stops, starts, and transitions — new homes, growing families, career changes, retirement, and everything...
05/13/2026

Life is full of stops, starts, and transitions — new homes, growing families, career changes, retirement, and everything in between.

Our latest blog explores why your insurance coverage, especially life insurance, should evolve as your life changes to help protect the people and things you value most.

by: Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEAPortfolio Manager and Senior Wealth AdvisorRerouting! How many people have heard their GPS or Google Maps say this? As many know I am on the road quite often going to uncharted places and along new unfamiliar routes. My journey generally starts with a de...

Remember when we were younger and saving for that “big” purchase? We’d toss our loose change into a jar and watch it slo...
05/12/2026

Remember when we were younger and saving for that “big” purchase? We’d toss our loose change into a jar and watch it slowly grow day by day until we finally had enough to buy the thing we wanted most.

That simple habit taught us something powerful: every dollar had a purpose.

Our next blog dives into this exact concept — giving every dollar a job instead of wondering where the money went at the end of the month. When your money has purpose, even small amounts can build into something meaningful over time.

Sometimes the best financial lessons start with nothing more than a jar of spare change on the dresser.

by Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEAIf you want to avoid mismanagement of your money, have a purpose for every dollar and every dollar has a purpose.Money that lacks purpose is like a life that lacks direction. You wander aimlessly without thought, where time gets wasted and dreams- if ther...

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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