Our Team

Focus: Financial success is achieved by designing and following a strategic plan that includes Financial & Tax Planning as well as "Estate Preservation."

My team and I are committed to meeting the needs of high net worth clients, professionals, business owners, retirees, families and individuals who are serious about their financial goals.

Financial success is a journey, not a destination. Together, we will develop a comprehensive financial plan to help you achieve your long-term financial goals. As part of this plan, we will cover the investment, insurance, tax and estate planning aspects of your situation.

As required, I will also facilitate access to other consultants, including tax accountants, estate lawyers and group benefits specialists, whose skills I comfortably endorse.

About Keith: Keith has been in the Financial Services and Insurance industry since October 1987. Financial planning has always been the focus of Keith’s career.

Starting in 1994 and for the following ten year period, Keith has taught the “Financial Strategies for Successful Retirement” Seminars throughout Windsor and Essex County. Over 3,000 people have attended these seminars through educational institutions like the University of Windsor and St. Clair College. Keith has also taught these courses for corporations such as Daimler Chrysler Canada, Bell Canada and 401 Mack.

Keith and Laurie have been happily married since 1984 and currently reside in LaSalle where Keith grew up. They have a daughter and two sons who are each very active young adults. Together, they enjoy numerous sport and outdoor activities.

Keith and Laurie are very active in their local church, and various missions efforts. Working closely with charities like Compassion Canada is a highlight for them.

Insurance products available through Keith Jones.