Keith Pearsoll CFP®, FMA, CEA
Senior Investment Advisor

With over 25 years of experience in Financial Planning and Money Management, I have dedicated my career to helping clients preserve and grow their wealth while working toward the financial goals that matter most to them. Throughout my career, I have focused on building strong, lasting relationships and providing thoughtful advice tailored to each client’s unique needs and priorities.

My commitment to continuous education has led me to earn the Certified Financial Planner (CFP®) designation, conferred by FP Canada, as well as the Financial Management Advisor (FMA) designation through CSI.

My approach is centred on making investment decisions clear and purposeful. By working closely with clients, I develop tailored investment strategies and provide proactive, personal advice designed to keep their portfolios aligned with their goals as their needs evolve.

What I value most is creating an exceptional client experience built on trust, communication, and a genuine understanding of each client’s financial objectives. I look forward to working together to explore investment strategies and solutions that support your unique financial goals.