Guiding Wealth with Wisdom and Purpose.
Integrating Investment, Insurance, Tax & Trust for a Sustainable Wealth Plan
At Keyway Financial, we believe that wealth is more than just asset growth—it reflects responsibility, values, and intergenerational impact. As an independent financial advisory firm, we are committed to holistic wealth management, helping clients align their financial strategies, legacy goals, and life vision into one sustainable, long-term plan.
We bring together top financial advisors and expert teams nationwide, integrating insurance, investment, tax, and more to create personalized wealth solutions.
Legacy Planning
We offer professional solutions for advanced family trusts, family foundations, asset protection, and intergenerational wealth transfer.
Life Insurance Planning
We provide comprehensive coverage solutions including term insurance, permanent insurance, and high-net-worth premium financing structures.
Advanced Tax Planning
We offer professional solutions for legal tax planning, charitable strategies, and owner-specific structures.
Pre-Retirement & Retirement Income Solutions
We provide high-net-worth retirement income planning and assist with corporate benefits integration.
RRSP / TFSA / RESP Investment Portfolio
We help clients achieve tax-free asset growth and manage education funds for their children.
Fund/Insurance Providers Represented
