Keill & Associates I Family Focused Wealth Management

09/02/2026

Wishing all students and parents a safe, happy, and fun return to school! Here’s to new beginnings, exciting learning opportunities, new friendships, and getting back into a routine.

From all of us at K&A, we hope everyone has a fantastic school year filled with growth, learning, and lots of great memories!

Here’s to a wonderful 2026–2027 school year!

09/01/2026

When it comes to our financial decisions, it’s not always logic that gets the final say. Our wants, desires, emotions, and even the image we want to project can sometimes win the right to our purchasing power.

But what happens when what we want overshadows what we need?

Our latest blog explores the balance between desire and need in financial decision-making.

by: Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEAPortfolio Manager and Senior Wealth AdvisorFinancial decisions often look like they should be guided by reason and objectivity. We seek statistical trends and compare interest rates, review charts, calculate risk, and listen to qualified experts. In rhet...

08/25/2026

Tariffs are once again all over the headlines, and honestly, it’s starting to feel like a never-ending boxing match! What round are we in now?

History tells us that tariff battles often lead to higher costs, disrupted trade, and retaliation—making this a match where there may be no winner.

In our latest blog, Jeff takes a closer look at this newest round of tariffs.

by: Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEAPortfolio Manager and Senior Wealth AdvisorWith all the hub-bub around tariffs once again, it made me look further into this ridiculous posturing and left me wondering why. Why!? Does no one look at history? Common sense? What am I missing?The trade rela...

08/20/2026

As we slowly say hello to September in the next week or two—and hello to our kids heading into a new school year—you may be thinking about their future education and RESPs.

Our Serious Money Paper takes a closer look at RESPs and how they can help you save for the special student in your life.

Check it out, and if you’d like to set up an RESP or increase your contributions to an existing plan, contact our office today. We’d be happy to help!

by Geoff Sgarbossa, CD, CFP, RIS, Financial PlannerPost-secondary education is getting more expensive, and the workforce is much more competitive. Additionally, the ever-increasing cost of living is stretching existing budgets paper thin and forcing post-secondary education further out of reach for....

08/18/2026

Is Gold a Good Investment?

Gold has long been viewed as a safe haven and a store of value—but is it the right investment for everyone?

In our latest blog, we take a closer look at gold as an investment, including its potential benefits, risks, and the role it can play in a diversified portfolio.

by: Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEAPortfolio Manager and Senior Wealth Advisor“Good as Gold” is a phrase we have all heard. The cliché is as old as a cliché can be. It generally means to be in a good state or well mannered. The phrase comes from the intrinsic value of gold over hist...

08/14/2026

Did You Know We Have a YouTube Channel?

If you’re looking for helpful information on a variety of financial topics, be sure to check out our YouTube channel!

You’ll find videos covering different financial topics, as well as recordings of our Serious Money Seminar sessions, which we usually hold in person at the Carleton Place Library.

Whether you missed a seminar or simply want to learn more at your own pace, our videos are a great resource!

Check out our YouTube channel here:

A channel dedicated to providing financial information for Canadian family's.

08/13/2026

Have you been hearing the term “K-shaped economy” everywhere and wondering what it actually means?

Our latest blog breaks down the concept and explains what a K-shaped economy can mean for investors and the broader economy.

We also have a Discussion Paper on the topic if you’d like to take a deeper dive!

Check out our websites Insights page, and while you’re there, explore our full library of blogs, discussion papers, and resources.

https://www.keillandassociates.ca/post/turning-your-path-upward-in-a-k-shaped-economy

https://www.keillandassociates.ca/post/serious-money-discussion-why-the-k-shaped-economy-is-not-ok

by: Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEAPortfolio Manager and Senior Wealth AdvisorIn recent years and especially after Covid, the modern economy is no longer a single rising tide lifting all the boats in the harbour. It’s a fork—one path rising for some and one falling for others. This ha...

08/04/2026

Our team is proud to share the results of our latest independent third-party review of the Keill Balanced Portfolio. Seeing our clients benefit from a disciplined, evidence-based investment approach is what drives us every day.

As Jeff Keill shared:

"Very pleased that our clients have benefited from our investment approach over the past five years. Our goal has never been to outperform, as that is a fool's venture, but rather to provide a consistent approach based on common sense and evidence that creates excellent outcomes for our clients."

Thank you to our clients for the trust you place in us. We remain committed to delivering thoughtful, consistent financial guidance that helps you and your family achieve long-term goals.

07/31/2026

As the long weekend approaches, we hope you have the chance to slow down, make lasting memories, and spend some quality time with your family and friends. Whether you're heading to the cottage, a backyard barbecue, or simply taking some well-deserved time to unwind, we hope it's filled with laughter, sunshine, and good company.

From all of us at Keill & Associates, have a fantastic long weekend!

07/29/2026

We all experience disappointments, setbacks, and moments that don't go according to plan. Sometimes they're small inconveniences, and other times they're life-changing events.

While we can't always control what happens to us, we have tremendous influence over how we choose to respond. That mindset doesn't just shape our personal lives—it can also have a significant impact on our financial journey.

In our latest blog, inspired by Anne of Green Gables, we explore how a determined, positive mindset can influence the decisions we make, the challenges we overcome, and the financial future we create.

Read the full blog by here and discover how changing your perspective can help shape your outcomes.

by: Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEAPortfolio Manager and Senior Wealth AdvisorWe spent a week on the wonderful island of PEI here in Canada, camping with friends and taking in the sights. PEI is a fantastic little island where life slows to allow you to bask in its scenery, food, and peop...