Meet Our Team
Mary Keetch, CCS, RIS, Financial Advisor
My mission is to serve the public and to help clients understand how investments and insurance can make a positive difference in their lives. I have 20+ years industry experience and focus my practice around the client. Each individual is different and attention must be given to that persons goals and dreams. I work with clients to understand things such as cash flow to more complex issues of pension transfers, severance pay, and other retirement and estate planning issues.
In 1992, I moved from my home town in New Brunswick to London where I started my career at Confederation Life. I learned the basics of life insurance and segregated funds. Soon I found myself explaining details to clients. How their policies worked, if there was cash value, if and when the cost of the plans went up etc. etc. I was intrigued by the mechanics of what people had purchased and why.
1994 Confederation Life went into liquidation and the assets were distributed between many other companies in the industry. It was then I had an indepth knowledge of Assuris.
1995 was my first exposure to the mutual fund side of the business. It was very different but even more intriguing as there were several differences between mutual funds and segregated funds. Each having it’s own advantages and disadvantages.
Over the years I worked with several advisors as an assistant and felt there was a void to be filled in the market place.
"I feel there is a great need for honesty, integrity and fair dealing with clients. Personally I would want to deal with someone that would be honest with me, explain to me in plain language what I am investing in and why they are making the recommendation. Someone I could feel comfortable with asking any questions and knowing they would put great thought and consideration before giving an answer. This is what I am about. If you are serious about making a commitment and setting financial goals I will be committed to you. I will provide advice to you concerning your investments with the same care, enthusiasm and integrity that I do my own."
I currently live in the wonderful metropolis of Lucan, Ontario with my husband William of 24 years and our son Jacob.
Kennedy Saberi, Licenced Assistant | Operations Co-Ordinator
Kennedy joined our team in October as our Operations Coordinator. We are so happy that she accepted our offer to join our team. She is very curious and loves to learn. She is a breath of fresh air.
She has a business degree and is mutual fund licensed.
Her primary duties are centered around “all things mutual funds related”. We are discovering her talents in other areas on a daily basis. She is also responsible for internal reporting, client experience and development, and other tasks to ensure that operations run smoothly.
Kennedy will also be reaching out to clients to check in. Should you wish to schedule a review, Kennedy has full charge of my calendar and would be delighted to assist you in booking your appointment. We offer appointments in person, online, or by phone. Whatever works for you, we will do our very best to meet you there.
Samantha MacRae, Office Manager
We are delighted to welcome Sam back to our growing team!
Her experience in the industry contributes to her ability to run the office with great insight. She is curious and loves to learn. She has just completed courses in Human Resources which will round out her skillsets.
Sam is excited about her new role as Office Manager and views it as an integral part of the functioning and livelihood of the team. She aims to bring vitality to her duties and looks forward to being the cohesive element that keeps the team running smoothly.
We are discovering new talents every day with Sam. She loves spatial design, which was a huge asset when it came to optimizing our current office space.
Sam’s main focus is all things Team Management: Keeping the lines of communication open, being a resource as a sounding board for new ideas, executing team building exercises and routines, and planning team celebrations when we meet our shared goals. She is also responsible for Office tasks such as Records Management, Organization, Policy and Procedures Updates, Technology Procurement, Schedule Support, and Special Projects.
All of which will ultimately support team success. Welcome back, Sam!