Mary Keetch, Cpca, Ccs, Ris® Email and Phone Number
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
Investia Financial Services
View- Website:
- investia.ca
- Employees:
- 512
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Financial AdvisorInvestia Financial Services Jan 2009 - PresentLondon, Ontario, Canada
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Wealth AdvisorFundex Investments Inc. 2002 - Present660 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.
Mary Keetch, Cpca, Ccs, Ris® Education Details
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Nackawic High SchoolBusiness/Commerce, General
Frequently Asked Questions about Mary Keetch, Cpca, Ccs, Ris®
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 the current company?
Mary Keetch, Cpca, Ccs, Ris®'s current role is Financial Advisor at Mary Keetch Financial Services Group - mutual funds offered through Investia Financial Services Inc | Client Centred | Independant Thinker | Educator.
What schools did Mary Keetch, Cpca, Ccs, Ris® attend?
Mary Keetch, Cpca, Ccs, Ris® attended Nackawic High School.
Who are Mary Keetch, Cpca, Ccs, Ris®'s colleagues?
Mary Keetch, Cpca, Ccs, Ris®'s colleagues are Alexandre Lachance, Cpa, Linda St-Hilaire, Samuel Hsieh, Bonnie Bircher, Karine Melançon, Pl. Fin. Ris, Sébastien Boulanger, Vanessa Castonguay.
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