About Us
Our Story
At Keyway Financial, we believe that true wealth is more than the accumulation of assets—it is rooted in responsibility, values, and the ability to navigate life with strategic clarity. Grounded in the philosophy of holistic wealth management, our firm is dedicated to helping clients achieve long-term financial stability and generational legacy through thoughtful, personalized planning.
The partners at Keyway Financial bring over 25 years of experience in the financial services industry. Their passion for studying the behavior patterns of successful individuals has shaped a refined and purpose-driven perspective on wealth—one that is centered on values and guided by a deep sense of stewardship. This philosophy forms the foundation of Keyway Financial.
As an independent advisory firm, we have the freedom to build elite, hand-selected teams of professionals from across the country. This allows us to design fully customized financial strategies that reflect the unique needs and goals of each client. We believe that “you are who you associate with,” and this principle is especially powerful in wealth management.
Our integrated approach combines financial planning, asset management, estate strategy, and legacy preservation—offering clients a single, trusted partner to manage their entire financial picture with confidence and clarity.
Your trusted partner in lasting wealth.
From growing assets to passing on legacy, Keyway builds an integrated wealth ecosystem rooted in trust — helping you achieve clear, connected, and enduring life goals.
Our Vision
- To become the preferred partner in holistic wealth management, leading clients toward generational legacy through trust and collaboration.
- To redefine wealth management—going beyond asset growth to inspire a new era of values, responsibility, and generational impact.
- To create an integrated ecosystem of financial planning, asset management, and legacy solutions—empowering clients to pursue a complete and meaningful life vision.
Our Mission
- Our mission is to simplify and unify the wealth management process by integrating financial planning, asset oversight, estate strategies, and legacy design into one trusted platform.
- Keyway Financial is committed to being a strategic partner throughout each client’s life journey, helping align financial decisions with meaningful life goals through professional expertise and collaborative care.
- As an independent advisory firm, we hand-select top talent across the field to deliver values-based, responsibility-driven financial solutions—ensuring clarity, protection, and long-term growth in an ever-changing world.
Driven by responsibility, built for your future.
We deliver clear, value-focused wealth solutions that align every decision with your life’s true goals.
Service Regions
With teams across Canada, we provide both local and remote support to help you achieve your financial goals—across regions and life stages.
