Kevin works with individuals, families, and private business owners to protect and enhance their wealth and assist in achieving their unique life goals. With over 40 years of financial markets experience, and a specialty in fixed income, Kevin uses integrated, purpose-driven strategies to select appropriate investments, manage risk, and minimize tax. He is committed to acting only in the best interests of each client by providing unbiased, impartial, and honest advice about investment and insurance solutions.

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Brad works with individuals, families, business owners, and retirees to strategically grow and safeguard their financial wealth. Through clear, honest, and open communication, he guides clients in developing, executing, and maintaining tailored financial strategies designed to achieve long-term objectives. His approach incorporates tax-efficient planning, comprehensive risk management, and insurance solutions as integral components of a holistic wealth management plan. Brad began his career on the trading floor of the Toronto Stock Exchange and brings nearly 30 years of capital markets expertise, with a specialized focus on equity portfolio management.

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Patrick works with the philosophy and practice that carefully crafted, and professionally guided planning is at the heart of clients’ financial success. With over 30 years experience in the financial services industry, Patrick bases his client relationships on a foundation of integrity and trust and works closely with his clients to help provide personalized investment and retirement solutions.

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Greg grew up in the financial services industry with the roots of his family business extending back to 1957. Greg now works with grandchildren of original clients–a testament to his commitment to establish long-term relationships, thus helping clients establish their life’s goals and ultimately their life’s dreams. Greg focuses on helping his clients organize their complex financial needs. He is a graduate of the Ivey School of Business and is a Registered Financial Consultant and serves on the Canadian Board of that organization.

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Jennifer has over 15 years experience in the financial services industry and works directly alongside Patrick Keyser. As a licensed individual, Jennifer supports Patrick while also coordinating client needs and ensuring they receive exceptional service.

Debbie brings over 30 years of experience in the financial services industry and works directly alongside Kevin McAdams and Brad Thompson. She has a passion for delivering a positive client experience.

Terry brings over 30 years of experience in the financial services industry. As a financial advisor for over 20 years, Terry helped individuals and families with setting and fulfilling their financial goals.  

In her current role, Terry consults with and supports advisors to provide retirement projections to clients.