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Mary Keetch, Cpca, Ccs, Ris® Email & Phone Number

Financial Advisor at Mary Keetch Financial Services Group - mutual funds offered through Investia Financial Services Inc | Client Centred | Independant Thinker | Educator at Investia Financial Services
Location: London, Ontario, Canada 2 work roles 1 school
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Current company
Investia Financial Services
Role
Financial Advisor at Mary Keetch Financial Services Group - mutual funds offered through Investia Financial Services Inc | Client Centred | Independant Thinker | Educator
Location
London, Ontario, Canada
Company size
512 employees

Who is Mary Keetch, Cpca, Ccs, Ris®? Overview

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Mary Keetch, Cpca, Ccs, Ris® is listed as Financial Advisor at Mary Keetch Financial Services Group - mutual funds offered through Investia Financial Services Inc | Client Centred | Independant Thinker | Educator at Investia Financial Services, a with 512 employees, based in London, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Mary Keetch, Cpca, Ccs, Ris®.

Mary Keetch, Cpca, Ccs, Ris® previously worked as Financial Advisor at Investia Financial Services and Wealth Advisor at Fundex Investments Inc.. Mary Keetch, Cpca, Ccs, Ris® holds Business/Commerce, General from Nackawic High School.

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Investia Financial Services

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About Mary Keetch, Cpca, Ccs, Ris®

Ready to engage and take control of your financial future? Imagine working with an advisor that holds your priorities in the highest regard and actively works toward your success. It is important to me that clients are better educated in matters that affect their progress. People are intelligent and given the pertinent information they will make the right decisions for their future. By communicating openly it is amazing how empowering such a partnership can be. Are you ready? Connect with me, Together we can make it happen.Specialties: Income planning, investing, wealth management, life insurance, critical illness insurance, disability insurance, long term care insurance, budgeting, cash flow planning, goal setting, guaranteed investment certificates, annuities, bank accounts without monthly fees

Current workplace

Mary Keetch, Cpca, Ccs, Ris®'s current company

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Investia Financial Services
Investia Financial Services
Financial Advisor at Mary Keetch Financial Services Group - mutual funds offered through Investia Financial Services Inc | Client Centred | Independant Thinker | Educator
canada
Website
investia.ca
Employees
512
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2 roles · 25 years

Mary Keetch, Cpca, Ccs, Ris® work experience

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Wealth Advisor

Current
Fundex Investments Inc.

660 Maitland Street, London, On N5Y 2V8

- Holistically caring for clients best interests.- Educating clients in matters that affect their progression to success such as: - What are the merits of choosing the right investment? - What factors are used in assessing my probability of success? - Transparency of fees involved and how professional advice is paid for. - What is your risk tolerance? - What factors in my life are at risk and how can we address this in a meaningful way?- Discussion sessions to assess what you are aiming for- Developing a personal strategy for you - Following through on agreed strategy- Perhaps most importantly, communicating in a way you can understand how we are progressing - Taking a proactive approach to managing your portfolio and communicating in a timely manner regarding pertinent adjustments.- Providing clients with support to stay on track in down markets. Staying engaged and confident is key.

2002 - Present ~24 yrs 7 mos
Team & coworkers

Colleagues at Investia Financial Services

Other employees you can reach at investia.ca. View company contacts for 512 employees →

DG Donna Greenway Donna Greenway Colleague at Investia Financial ServicesFort St John, British Columbia, Canada View → LS Linda St-Hilaire Linda St-Hilaire Colleague at Investia Financial ServicesCapitale-Nationale, Quebec, Canada View → IM Isabelle Mercier Isabelle Mercier Colleague at Investia Financial ServicesCanada View → ID Isabelle Duguay Isabelle Duguay Colleague at Investia Financial ServicesCapitale-Nationale, Quebec, Canada View → MS Matt Strauss Matt Strauss Colleague at Investia Financial ServicesWaterloo, Ontario, Canada View → PM Paul Marcotte Paul Marcotte Colleague at Investia Financial ServicesGatineau, Quebec, Canada View → BL Brian Lavoie, Cfa®, Cfp® Brian Lavoie, Cfa®, Cfp® Colleague at Investia Financial ServicesRichmond Hill, Ontario, Canada View → AB Ashley Bombardieri Ashley Bombardieri Colleague at Investia Financial ServicesWaterloo, Ontario, Canada View → PC Pamela Chen Pamela Chen Colleague at Investia Financial ServicesSurrey, British Columbia, Canada View → AR Alfred Redmann Alfred Redmann Colleague at Investia Financial ServicesBarrie, Ontario, Canada View →
1 education record

Mary Keetch, Cpca, Ccs, Ris® education

  • Nackawic High School
    Nackawic High School
    Business/Commerce, General
FAQ

Frequently asked questions about Mary Keetch, Cpca, Ccs, Ris®

Quick answers generated from the profile data available on this page.

What company does Mary Keetch, Cpca, Ccs, Ris® work for?

Mary Keetch, Cpca, Ccs, Ris® works for Investia Financial Services.

What is Mary Keetch, Cpca, Ccs, Ris®'s role at Investia Financial Services?

Mary Keetch, Cpca, Ccs, Ris® is listed as Financial Advisor at Mary Keetch Financial Services Group - mutual funds offered through Investia Financial Services Inc | Client Centred | Independant Thinker | Educator at Investia Financial Services.

Where is Mary Keetch, Cpca, Ccs, Ris® based?

Mary Keetch, Cpca, Ccs, Ris® is based in London, Ontario, Canada while working with Investia Financial Services.

What companies has Mary Keetch, Cpca, Ccs, Ris® worked for?

Mary Keetch, Cpca, Ccs, Ris® has worked for Investia Financial Services and Fundex Investments Inc..

Who are Mary Keetch, Cpca, Ccs, Ris®'s colleagues at Investia Financial Services?

Mary Keetch, Cpca, Ccs, Ris®'s colleagues at Investia Financial Services include Donna Greenway, Linda St-Hilaire, Isabelle Mercier, Isabelle Duguay, and Matt Strauss.

How can I contact Mary Keetch, Cpca, Ccs, Ris®?

You can use AeroLeads to view verified contact signals for Mary Keetch, Cpca, Ccs, Ris® at Investia Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Mary Keetch, Cpca, Ccs, Ris® attend?

Mary Keetch, Cpca, Ccs, Ris® holds Business/Commerce, General from Nackawic High School.

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