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Protecting your family and your financial future doesn’t have to be complicated. It does have to be thoughtful, purposeful, and strategic. I can find solutions to fit every scenario.

Mortgage & Debt Cancellation

Protect your family by leaving them the most options.

Ensure your estate gets passed to those it is intended for.

Estate Preservation

Business Protection

Buy-Sell agreement insurance, overhead expense coverage, and alternative asset classes can protect your business in a crucial time.

Protect your business from the loss of a critical team member.

Key Person Insurance

Serious illnesses can be devastating. Protect your family’s future.

Critical Illness


The most valuable asset you have is your ability to earn a living. What would happen if you couldn’t?

Don’t leave your family to fight with the tax man over assets. There’s a better way.

Tax Liability

Health Benefits & Spending Accounts

For individuals, companies, even as a top-up - affordable options are available.

  • Testimonials

    Keith Wilkinson has played an integral role in building my personal financial well-being, and now that of my family through insurance and investments. He’s always been available to answer questions and do the legwork and research to make sure that my investments and my insurance are on track with my needs, and that I have an understanding of where my finances are headed. I can trust Keith to make wise recommendations based on wherever I’m at in my savings goals, and he takes the time to explain transactions in layman’s terms.Kerry B.
  • Thanks for everything you do for us Keith.

    Keith is very approachable, attentive, accessible, and informative. We trust him for all of our insurance and investment needs. He does not hesitate to answer texts, e-mails, or phone calls at any time of the day or week. Keith has always worked around our busy schedules to accommodate us in any way he can. We have found Keith's ability to explain complex financial matters to us invaluable.

    Over and above our business relationship, we find Keith easy to talk to and feel lucky to have him as our financial planner.Dan & Megan M.
  • For your best interest and the best interest of your children and your families Keith Wilkinson will work for YOU and give you some affordable insurance. Nobody should be without it.

    He's a personable guy and won't push you into something you can't afford - likely he’ll push you in the other direction.Al J.
  • Although I pride myself on having a good knowledge of financial matters, when it comes to my own finances, I trust in the professional financial advising services provided by Keith Wilkinson. Keith has taken the time to get to know me and my insurance and investment goals. He has access to financial alternatives that have fit well in my portfolio and his reliability and thoroughness give me the confidence not to worry about my financial portfolio.AJ
  • Keith set up, and continues to manage my insurance and investment portfolio. I have been continually impressed with his ability to work within my comfort-level. Keith presented me with insurance options, explains them in terms that I can understand, giving me the information that I need to make the final decision. Keith has earned my trust over the years, and I would recommend his services to anyone.Lynn H.
  • I have always appreciated Keith’s approach and he's very well informed. Keith has saved my wife and I thousands over the years. Also, he's always happy to talk to my client's I refer to him for their financial questions and to review their financial situation without them feeling obligated. I highly recommend Keith if you are looking for a Financial AdvisorKurt R.
  • I have been a client of Keith Wilkinson since 2013. Over that time I have been totally impressed with the excellent level of service I have received from him. All of the dealings I have had, both for personal and corporate matters, have been handled in a highly competent and professional manner. This, coupled with his friendly and personable attitude, has made the relationship most enjoyable. I highly recommend him.Joe & Susan
  • I was declined for life insurance due to my health. Keith found an affordable option to protect me - even after a cancer diagnosis. Tom & Angela


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Mutual funds are sold through Portfolio Strategies Corporation. Other services are provided through Wilkinson Wealth.