portrait of Chris Keefe
FINANCIAL ADVISOR

Chris Keefe

DFSA™, CFA®
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Owner Considerations
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

Personal Interests

  • Golfing
  • Traveling
  • Reading
  • Active Lifestyle
  • Volunteering

Team Members

  • Melanie Neglia
    Sr. Branch Office Administrator
  • Charmaine MacAusland
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More