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Let's Build and Preserve Your Personal Wealth

Keybase Financial Group was created to help you build and preserve your personal wealth through custom-tailored and strategically designed investment portfolios.

What exactly is wealth?

We need to begin with some introspection about what “having” wealth means to you. The discussion, dialogue and conversation will guide you to your financial blueprint and maintain a sound strategy to help you create, build and preserve your monetary wealth that can lead to a good life for the rest of your life. Building and preserving personal wealth will then unfold to have a personal meaning for you.

Wealth Planning

Wealth Planning

We help manage more than just your money, we help in planning your financial security. Whether you're receiving an inheritance or planning for an early retirement we'll be there every step of the way.

Financial Advice

Financial Advice

Since we are an independent dealer we are able to offer our clients a wide variety of choice and options when it comes to investment products. Why put all your eggs in one basket?

Investment Solutions

Investment Solutions

There is more to investing than the traditional asset classes. Expand your portfolio to maximize your returns.

Preservation Strategies

Preservation Strategies

Before our advisors begin the building process they get to know you on a personal level to ensure your investment portfolio reflects your goals and aspirations in securing your financial future.

A Client's Dream

We are unapologetic about our client-centric focus. As a Keybase client or a client of one of our advisors, your business will be given the time and attention it needs.

Wherever you are along your financial journey, whether you have already amassed millions or you are just getting started our advisors know the role they must play in getting you to realize your financial objectives. No matter where you are, we will take you to the next step and help you financially navigate beyond.

Our portfolio structuring, wealth management tools, investment products are complemented by the nurture and care you will feel throughout your entire client experience with a Keybase Financial Advisor.

Why Clients Prefer Us?

Your relationship with your financial advisor can lead to a clarity of purpose and a clear vision of the kind of financial future you seek and what is possible within your circumstances.

A Financial Advisor's Home

As a Keybase Financial Advisor you are not just a partner, you are family. At Keybase, our Advisors are supported by a dedicated processing administrative team, robust and innovative software solutions and a forward thinking marketing and business development unit.

Robust Processing & Admin

We are a level 4 dealer, with our own clearing house. Quick turn-around times, responsive, thorough and knowledgeable processing team makes the advisor's job very easy and simplifies client requests and transactions.

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Innovative Software Solutions

We are constantly upgrading our systems. Keybase has some of the industry's best IT professionals at its helm. Digital onboarding, e-signatures, auto-file updates are just some of the innovative solutions available to our advisors and their clients.

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Proven Business Development Strategies

Our forward thinking Marketing & Business Development Unit is committed to the growth of the advisors business. It lends support in all areas of practice management and are your go-to source for marketing trends.

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For All Of Life's Decisions

When you think about it, every key decision we make in life ultimately has some financial consequence. As you navigate through life and its many meanders, financial stability and success is not a shot in the dark with a Keybase Advisor by your side.

When You Need An Advisor

  • Having a baby
  • Buying a House
  • Purchasing Investment Properties
  • Starting a Business
  • Getting Married
  • Getting a Divorce
  • Retirement
  • Going on Vacation
  • Snowbirding
  • Traveling the World
  • Home Renovations

How Your Advisor Helps

  • Debt Management
  • Tax & Estate Planning
  • Financial plan
  • Portfolio construction
  • Insurance Solutions
  • Retirement planning
  • Life plans
  • Planning to meet short and long-term goals
  • Keeping your financial plan on track

What’s In It For You

  • Overall higher return on investment
  • Avoiding costly financial mistakes
  • Education of financial decisions
  • Reaching your financial goals
  • Knowing your money is being looked after

More about Keybase Advisors

  • Licenced
  • Client-centric
  • Thorough
  • Competent
  • Knowledgable
  • Personable
  • Hard-working
  • Considerate

Clients' Testimonials

Our Clients
Financial Advisors
Years of Experience

Tips and Insights

Keybase remains present in this information age. We want to keep you in the know. We will provide investment tips, wealth hacks, market updates, economic forecasts and other financial information we know you could use. The more you know, the more control you have.