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Chris Keefe, Financial Advisor

FINANCIAL ADVISOR
Chris Keefe

CFA®
226 Broad Street Suite 211, Bedford, NS B4B 2M9opens in a new window
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Focus Areas

  • Wealth strategies
  • Business owner considerations
  • Intergenerational planning

About Chris

Financial success is more than just numbers—it’s about building a life of purpose, security, and well-being. As your financial advisor, I am committed to making a meaningful difference in your life by helping you align your financial decisions with the vision you have for yourself and your loved ones.

Based in Bedford, Nova Scotia, I follow a collaborative and established process to bring clarity to your financial journey. Together, we identify your goals, priorities, and concerns, turning them into a tailored financial strategy. This actionable plan becomes the foundation for your wealth, investment, and protection strategies, designed to evolve alongside your...

Education

  • Concordia UniversityMaster of Science

Personal Interests

  • Golfing
  • Active Lifestyle
  • Spending Time with Family

Team Members

  • Patty King
    Client Experience Specialist
  • Bobbi-Jo Mont
    Client Experience Specialist

Send Me a Message

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Office Information

Additional Hours

  • Web Conferencing

Phone

(902) 982-3310

Fax

(855) 530-2902

Office Address

226 Broad Street Suite 211
Bedford, NS B4B 2M9opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

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

Learn More