Build . Create . Protect

Our mission: To provide our clients with professional, quality service and the pleasure of peace of mind, knowing we take pride in setting up your families and life’s legacy for financial freedom.

Key Wealth Planning is a wealth management firm whose focus is promoting financial literacy and empowerment to individuals and families by working with them on the growth and protection of wealth, gaining clarity over finances, and helping to build and protect their life’s legacy.

Our vision is to work with families and entrepreneurs along their unique journey of building their wealth and businesses, guiding them through each step of the way and ensuring confidence in their financial decisions. Our goal is to build strong, long-standing relationships with our clients by providing quality care and compassion through informed knowledge, unbiased advice, and the highest standard of professionalism.

Bookkeeping Services: Clean and precise books is crucial in understanding your strengths and weaknesses as a business and allows business owners to use tax efficient strategies to increase income and business growth. Services offered include Bank Reconciliation, Financial Reporting, Tax Preparation, GST/HST Remittance, and Payroll Services.

Financial Planning: Providing individuals and families with accurate and ongoing financial education, advice, and the proper tools to help understand their current financial position and achieve their future goals. We provide Comprehensive Financial Plans focusing on Retirement & Estate Planning, Insurance & Risk Management, Investing, Tax Planning, and Wealth Management.

Private Coaching: For individuals looking for 1 on 1 personalized advice as well as an accountability partner on achieving short-to-medium term goals. This service is for those looking for undivided attention and advice without the commitment of a comprehensive financial plan.

*Note: Your initial consultation is always a free, no obligation 30-minute complimentary session to discuss your needs and to decide ultimately if our services are a right fit for your legacy goals. Fill out one of our contact forms and we will get back to you. Look forward to hearing from you!