Business Details
34 Years
experience
Your Trusted Financial Partner in London, Ontario
Mary Keetch Financial Services has dedicated over two decades to empowering clients through personalized financial guidance. Our mission centers on demystifying investments and insurance to help individuals achieve long-term security. With a client-first philosophy, we prioritize transparency, education, and tailored strategies to address unique financial goals. Our team combines extensive industry experience with continuous professional development to deliver reliable advice.We specialize in navigating complex financial landscapes, from retirement planning to risk management, ensuring clients make informed decisions. By maintaining open communication and leveraging industry-leading tools, we build trust through consistent, ethical service. Our commitment extends beyond transactions, focusing on lifelong partnerships that adapt to clients' evolving needs.
Services
Investment Planning
Insurance Solutions
Retirement Accounts
Tax-Free Savings
Estate Planning
GIC Investments
Disability Coverage
Travel Insurance
Corporate Financial Services
Education Savings Plans
Details
- Year established: 1992
Highlights and features
- We offer over 20 years of experience in financial advisory services
- Our team provides personalized investment strategies tailored to individual client goals
- We maintain transparent fee structures and full regulatory compliance
- Our advisors hold advanced industry certifications including CPCA and RIS designations
- We combine technical expertise with compassionate client education programs
Services
Investment Planning
Our investment planning services create customized strategies aligned with individual financial goals. We analyze risk tolerance, time horizons, and market conditions to develop diversified portfolios. Clients benefit from ongoing portfolio reviews and adjustments to maintain alignment with evolving objectives.
Insurance Solutions
We offer comprehensive insurance products including life, disability, critical illness, and travel coverage. Our approach focuses on creating protection strategies that safeguard clients' financial security while considering tax implications and estate planning needs.
Retirement Accounts
Specializing in RRSPs, TFSAs, and registered disability savings plans, we help clients optimize tax-advantaged accounts. Our strategies maximize contribution limits while coordinating with broader retirement income plans and estate distribution goals.
Estate Planning
We develop comprehensive estate plans using tools like beneficiary designations and segregated funds. Our approach minimizes probate costs, ensures smooth asset transfer, and addresses unique family circumstances through coordinated legal and financial strategies.
Education Savings Plans
Our registered education savings plans help families prepare for post-secondary education costs. We maximize government grants, optimize contribution strategies, and coordinate with overall financial plans to ensure educational goals are met efficiently.
People
Mary Keetch
Financial Advisor
With over 20 years in financial services, Mary Keetch holds CPCA, RIS, and CCS designations. She specializes in personalized investment strategies and estate planning, focusing on client education and long-term financial security.
Kennedy Saberi
Operations Coordinator
Kennedy joined the team in 2022 with mutual fund and life insurance licenses. She manages mutual fund operations and client scheduling while participating in our mentorship program for emerging financial professionals.
Samantha MacRae
Office Manager
Samantha oversees office operations and team coordination. With recent HR training, she focuses on optimizing office efficiency and implementing technology solutions to enhance client service delivery.
Questions
What services does Mary Keetch Financial Services offer?
We provide investment planning, insurance solutions, retirement accounts, tax-free savings strategies, estate planning, GICs, disability coverage, and education savings plans.
Are your financial advisors certified professionals?
Yes, our team includes advisors with advanced certifications including CPCA, RIS, and CCS designations through recognized industry programs.
How do you handle client privacy and data protection?
We maintain strict privacy protocols compliant with Canadian financial regulations, including encrypted communications and secure document storage systems.
Can you help with both personal and corporate financial planning?
Yes, we offer tailored solutions for both individual investors and business owners seeking financial optimization strategies.
What investment options are available through your firm?
We provide access to mutual funds, segregated funds, GICs, TFSA/RRSP accounts, and customized portfolio solutions through major Canadian institutions.
How do you approach retirement planning?
We create personalized retirement strategies considering income needs, tax implications, and estate planning goals using RRSPs, LIRAs, and other specialized vehicles.
