Don't just chase your dreams

Let us help you plot a path!

Choose to work with The Keizer-Nicholson Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Our Team

Jeff Keizer, PFP

Financial Advisor

Our Team

7 August, 2024

Recession Fears, Market Sell-off - Key Questions for What Comes Next

Counsel CIO Corrado Tiralongo provides his take on the current sell-off and what may come next in this timely market update. Looking forward, he believes market sent
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18 July, 2024

Insights in 5: Data Will Drive Economic Policy Forward

In his Q2 Update, Portfolio Manager Simon Bowers discusses recent developments in the financial markets and the issues that remain top of mind as we head into the se
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12 July, 2024

How To Dollar-Cost Average Out of a HISA into a Diversified Portfolio

After two years of stashing cash in the relatively safe confines of a high-interest savings account (HISA), moving your money back into the market can seem like an e
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Praise is best heard in the third person

"As always, we are more than happy and willing to refer other people your way. First off, for the simple reasons that you know us and it is easy to talk with you one on one. At the beginning of every appointment, you sit and discuss our personal lives. It makes us feel very comfortable and makes us feel that you are personally invested in what makes us individuals rather than being interested solely in our financial portfolio. Your skill of inquisition and interest in our personal lives aids to piece together parts of our current financial status that could easily be missed if we were unable to speak one on one. Again, we thank you for all you do. " - Mike and Jen