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Tree Shadows on Wall

Core Services

Wealth management goes beyond building wealth. It's designed to help give you the confidence that you’re accounting for both the short- and long-term. And that when the world shifts, you've got a team ready to help you adapt to changes and rise to challenges. Key Wealth provides core services that allow clients to achieve this.

Key is able to provide a diversified service base and continues to add solutions as we expand.

Stone Texture

Financial Planning

Our technology and reporting infrastructure provides intuitive and powerful financial planning and portfolio management tools to maximize efficiency and provide elegant, data driven solutions for every situation.

Estate Planning

We help clients protect their wealth, ensure optimized wealth transfer by making sure clients are aware of their liabilities and ensuring they have the right succession planning utilizing income, GST, gift and charitable giving.

Abstract Structure

Portfolio and Investment Management

Providing portfolio construction, research and oversight to ensure long term objectives and risk tolerance levels are met. Key provides tax loss harvesting to ensure tax optimization.

Tax Planning

Working with all clients to ensure they are aware of new and impactful tax regulations and making sure wealth transfer and retirement planning are fully modelled with that in mind

Lending Solutions

Throughout clients lives they find the need for lending, either for one-off purchases, specialty items or unexpected events. Key can help with asset backed lending, mortgages, insurances, securities lending, art and aircraft financing.

Concrete Structure

Corporate & Business Services

Providing corporate retirement plan advisory and continuous  education. Offering business consultancy for M&A, sale and buy mandates, capital introductions and general market consultancy

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