What We Specialize In

Using our Financial Footprint process, Keith provides a complete review and assessment of your financial well being. This is a comprehensive service that includes Wealth Management & Preservation, Retirement Goal Planning, Insurance Analysis, and Tax & Estate Strategies. This is our process of advice and is presented in an easy to understand and non-intimidating manner.

The Financial Footprint service is available only to those clients with substantial assets, as it is included as part of our Total Service Commitment. Financial Footprint is also an ongoing process that we review and update regularly to ensure we continue to reach our goals. Keith and his team have an open door policy, and is available anytime to discuss your individual financial needs. As your primary financial Advisor, Keith will work with your other professionals, as needed, to optimize the advice for any particular situation.

Your Proven Path To Success

Our approach to managing your wealth is much more complete than what you are used to. We take care of your entire big picture, and oversee the most important areas of your financial life through our proven and successful process:

  • Initial Assessment: Our preliminary meetings will enable us to organize your financial life (always an important first step) utilizing our “Step One Booklet” that we send you. From there, we will highlight and prioritize the areas that need to be addressed to both enhance, and simplify your life.
  • Retirement: This is the cornerstone of the valuable planning we do as your Family CFO. We will discuss your retirement goals and show you SIMPLIFIED projections of whether you are on track to meet those goals. If you aren’t quite on track, we will show you exactly what you need to do, and continually monitor the plan to ensure a worry-free retirement. Our Retirement Plans are 25-30 pages in length (for my detailed planning), however, 99% of our clients find the simplified one page summary we provide exactly what they need. Click here for more details
  • Insurance: You will receive a full analysis of your insurance policies to make sure you have the proper protection for you, and your family. As well, we will ensure you are accessing the absolute lowest premiums available for your protection. Click here for more details
  • Investments: We have access to the very best investment solutions available. Your investment portfolio will be individually tailored to maximize your wealth and provide a predictable retirement income stream. Ultimately, you will enjoy full peace of mind both during retirement, and as you work towards it. Click here for more details
  • Tax & Estate: You will be shown customized strategies to continually reduce the taxes you pay, so you keep more of your hard earned money. As well, we will implement a plan to maximize the value of your estate and ensure a smooth transfer of wealth to future generations. Click here for more details
  • Ongoing Reviews: You will enjoy highly personalized service, which includes scheduled reviews with you to ensure all of these areas are continually optimized. As well, we are always available for your phone calls or e-mails should you have any questions. We are confident that the ongoing communication you will receive is far and above the best.

Keith’s experience includes

  • Wealth Advisor for over 25 years
  • Branch Manager since 2002, and currently manages 40+ Advisors
  • Investment Fund Certificate since 1991
  • Business Administration Certificate – University of Manitoba
  • Insurance Levels 1 & 2. These include Life, Disability, Critical Illness and Group insurance

Community Involvement

  • Ducks Unlimited Canada
  • Klondike Days - Edmonton
  • The PGA in Vancouver
  • Indy Vancouver
  • 2010 Winter Olympics

Keith is accepting new clients by referral with $250,000+ of investable assets. Please also refer to our Private Wealth page.

How We Are Paid

Financial Footprint is a full service wealth management provider. We believe in full disclosure concerning compensation for our hard work, and our goal is to provide the absolute best wealth management experience for you, in a cost efficient and tax effective manner. Our compensation structure is directly aligned with your interests and may be negotiated. Here are a variety of ways we may be compensated:

  • Investment management fee – An annual percentage is agreed upon and charged on the investments we manage for you. This is amount is calculated daily and paid out monthly.
  • Commission – A percentage charged to you or paid for by a fund company in the form of a commission. If you elect to pay an upfront commission (negotiable), that percentage will come directly off the original cost of your investments. Preferably – You may elect to have the fund company pay the commission in exchange for committing your investments to that company for a defined period of time. There is no cost associated to you for this choice as long as the defined time period is met. 
  • Trailers – A percentage of the value of your investments paid from the imbedded fees charged by the fund company. This percentage paid is pre-determined by the fund company and is not negotiable.