Keith has worked as an Advisor and Branch Manager in financial services for almost 30 years with Life and A & S licenses in the province of Ontario. He is also a member of the Independent Financial Brokers of Canada.
Previous to entering financial services, Keith owned a successful corporation doing business throughout North America.
Keith believes an understanding of basic financial concepts prepares a platform to build on such as:
Keith encourages his clients to view themselves as CEOs of their own lives, making choices as if they had shareholders to answer to.
I have no commercial ties to any investment or insurance company and therefore, have no bias to recommending one product over another.
*Keith Dunbar is not registered in any capacity with Worldsource Financial Management Inc. (WFM). WFM is responsible for mutual fund-related business activities conducted by its Registrants, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.