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Keystone Financial Publishing Corporation

  1. White Rock
  2. White Rock Finance

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Keystone Financial Publishing Corporation
"KeyStone Financial is, unique in the Canadian financial services sector as a truly independent stock market research advisor for individual Canadian investors and institutions.KeyStone follows strict growth/value at a reasonable price GARP model to find the best individual stocks growth and dividend paying growth stocks to recommend to clients. Each year our analysts look at every stock in Canada approx. 3,500 and over 4,000 in the U.S. to uncover great businesses you can find nowhere else. KeyStone gives clients ongoing specific recommendations on when to BUY a stock, how long to hold and when to sell. With these recommendations, clients use a brokerage to help them build a simple, cost effective 15-25 stock portfolio."
Address: 15216 North Bluff Rd, White Rock, BC V4B 0A7, Canada
Phone: (888) 277-8625
State: British Columbia
County: Greater Vancouver
City: White Rock
Zip Code: V4B 0A7


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Reviews
If I only knew then what I know now I would have come to Keystone Financial a long time ago. My old advisor didn't give me the time of day when I asked about a stock outside of my mutual fund. Needless to say, that got old quick. Keystone is always there to answer any questions, even if they don't have coverage on the stock I am inquiring about. A breath of fresh air!
The number one interest that Keystone has is keeping your money working for you long term. The education they provide is by far the most comprehensive I have come across up to this point. No matter where your stock knowledge lies you will find something here that you did not know before. I have not only taken a lot of the advice I’ve passed it on to others.
Just like I won’t typically go to a big box store to acquire something I can get from somebody who specializes in it, I apply the same approach here. I feel I am getting the most bang for my buck from a place that does stocks and just stocks. If their professionals were spending time on other things like insurance, taxes, etc. and claiming to be experts in all, they’d be spending less time on what I depend on them for.
I attended a keystone seminar in Langley in 2019. Ryan and Aaron showed me that building a stock portfolio isn't as hard as my financial advisor wanted me to think. I took their advice and started by adding a core group of dividend stocks to my portfolio. Cant thank them enough for getting me started.
After taking too many “moonshot bets” on my own I attended one of their webinars and decided to become a client. Investing has been a long journey by myself but am finally beginning to gain a feel for managing my own money with KeyStone’s help. Thanks for all of the wisdom gents.
They do really thorough researching in both Canadian and U.S. stocks and that research allows me to know when to buy, when to hold and when to sell. Their ongoing recommendations mean my portfolio is always up to date.
I have been a client for 3 years now and am a weekly podcast listener. Since becoming a client I have noticed a positive change in my portfolio. I no longer invest in speculative unprofitable stocks and am beginning to understand what to look for in a good business.
As a student I do not have much money to invest but was interested in their small-cap research. I called their office for a consult and they recommended that I do not take on a service until I have more than $15K to build a portfolio so I attended their investing webinar instead. I appreciate no sales pressure and giving me sound advice for my current position.
The portfolio that Keystone helped me build is up 23% after a couple of months! They have provided excellent advice on what moves to make with the portfolio.
My wife and I decided building our own portfolio so we started with the dividend service and have since added the US and small-cap service. We read keystones buy reports before investing in any stock and have built a nice 20 stock portfolio now. NVEE and ATZ have been standouts.
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