3 Keys Wealth

Can successful investing be as simple as 3 Key Principles?  We believe so!

Our team offers a deliberately different approach to Wealth Management.  Specifically, we espouse the value of 3 Keys critical to successful lifetime money management:  Planning, Behaviour & Asset Allocation. 

  1. Successful investing is goal focused and planning driven
  2. Successful investors act on their plan – they don’t react. 
  3. Lastly – our value comes with the maintenance of the plan, investment policy and implementation.  With ongoing review, coaching and a combined plus 50 years of personal and industry experience, our engagement with you can truly enhance and protect your wealth whatever your plan entails.

It all starts with your story – we like to call it Financial Life Planning. 

For many, the phrase “financial planning” conjures up feelings of impersonal, invasive, complicated questionnaires and uninspiring lifestyle choices.  So, people neglect this important aspect of their lives.  The result can be costly – both financially and emotionally. 

With family, business and career obligations, we fully understand that making sense of your financial life can seem complicated and time consuming but it doesn’t have to be.

For us – planning is about enjoying today – without compromising tomorrow.  A wealth management process we call LIFE NOW!

The real value comes in understanding what’s important and identifying solutions to achieve your vision while fully enjoying your resources today.  For many, this freeing process helps them feel the future is well in hand.  For others, this work helps identify the small course corrections that can make all the difference down the road.  Either way, it’s about enjoying today to its fullest, knowing the future is secure.  Life’s now, let’s plan and enjoy!

“Someone’s sitting in the shade today because someone planted a tree a long time ago”

Warren Buffett

John C. Beal, CFP, CIM, FCSI

Portfolio Manager & Wealth Advisor


You can find us in the heart of Oakville in the Shoppes of Town Square, located at 210 Lakeshore Road East, Unit #8.