Kathleen O'Keefe

Principal Consultant, President

For over 20 years, Kathleen has been an employee benefit, group retirement and individual insurance specialist, advising clients in key areas of their business.  After graduating from the University of Guelph she joined London Life as an Employee Benefit and Pension Specialist where she managed two top GTA agencies. In 1998 she left London Life to pursue an independent practice and has been specializing in employee benefits, group retirement plans and executive compensation ever since.  Kathleen is a founding member of The Benefits Alliance Group – Canada’s largest group of Independent Employee Benefit Advisors.

Kathleen has been actively involved for over 10 years with Big Brothers and Big Sisters of Toronto. Additionally she volunteers her time with the Canadian Children’s Aid Society as Chair of their 2014 Women’s Charity Golf event.


Employee Benefits Manger

Sarah began her academic career at Nipissing University in her hometown of North Bay, Ontario where she obtained her Honours Bachelor of Business Administration degree in 2013.  During her studies, she worked with Frito-Lay Canada and the International Children's Awareness in Sales and Project Coordination roles.  She relocated to Toronto upon graduation and has been in the group benefit consulting space ever since.  Most recently, she was an Account Manager at a benefit consulting firm where she honed her superior analytic and customer service skills.


Strategic Partner

For over 35 years, Fred has been providing financial and estate planning advice for self-employed business owners, designated professionals, executives and families to ensure social and family legacies.

Some of his recent professional accomplishments include receiving the Queen Elizabeth II Diamond Jubilee Award from the Governor General of Canada for his planning with families who have special needs children, for his community fund raising efforts and for Canada. In 2007, he also received the Julia Award from Cystic Fibrosis Canada.


Strategic Partner

Bryan assists high net worth families throughout the greater Toronto area to manage their financial assets, mitigate their tax burden and shield them from several forms of risk. 

With more than 20 years experience and the support of a dedicated team of investment research, taxation, estate and retirement planning specialists his team is uniquely qualified to meet the needs of self employed professionals and entrepreneurs.