Blog
Keeley’s announcement
As you likely know, earlier this year, I decided that it was finally necessary to hit the reset button, to focus on my family, myself and my future.
November 8, 2024
I have a special announcement to make.
As you likely know, earlier this year, I decided that it was finally necessary to hit the reset button, to focus on my family, myself and my future.
My husband Will and I were blessed to have four children in five years between 2017 and 2022. The evolving experience of motherhood, and the time away, allowed me to contemplate my life.
Ultimately, I decided that starting a new venture, Aretec Wealth, was essential to achieve two goals: to be the best version of myself as a mother, and as an advisor.
My family is everything. And my clients are like family to me.
I started Aretec, alongside Will, to take full ownership of what I am doing every day, and to align myself with my true beliefs and provide the best possible advice to my clients, which an independent advisory service is best equipped to do.
I spent countless hours over the last several months, working to register an Investment Counsel Portfolio Management firm (ICMP). I worked closely with Surpriya Kapoor of Aurelius G.R.P. (Canada) to go through the intensive process of setting up a firm and registering with the Ontario Securities Commission. We are held to new and higher standards for professionalism, compliance and risk management. We are governed directly by the OSC and regulators and we are now true fiduciaries where we have a legal duty to act in our client’s best interest. This was an intensive application and interview process to become the founder, Chief Executive Officer, Chief Compliance Officer and Portfolio Manager of Aretec Wealth, a registration that is reserved for only about 400 firms in Canada.
Our name, pronounced “AH-reh-teck,” derives from the concept of “arete” in ancient Greek thought, which refers to excellence and living up to one’s potential.
So at Aretec, we want our clients to realize the full potential of their wealth. Thus we have created an organization that creates highly-differentiated value for investors and advisors alike.
We are fiduciaries, legally required to act in clients’ best interest.
Aretec Wealth has selected Fidelity Clearing Canada (FCC) as its custodian to safeguard clients’ assets. FCC administers over $138 billion in assets in Canada as of October 2024. FCC’s strong global backing and technological expertise ensure the highest standards in protecting client assets. Its regulatory memberships further reinforce its commitment to industry best practices.In addition to securing a world-class custodian, Aretec Wealth has partnered with Advisor Solutions by Purpose (ASP) as its platform provider. ASP, a subsidiary of Purpose Unlimited, offers innovative client and practice management technology that supports independent portfolio managers and advisors. With ASP’s cutting-edge services, Aretec can focus on delivering a seamless and compliant digital experience to its clients while driving their financial goals forward.
Here are Aretec’s three areas of highly-differentiated service:
1. Tactical Wealth Portfolios
We have a more dynamic approach to navigating markets, which allows us to better manage risks and be more opportunistic.
2. Strategic Wealth Plans
Most financial plans are created by plugging numbers into software. The planning we do is more akin to an in-depth business and life plan for our clients’ lives.
3. Wealth coaching
We lead and educate our clients, helping them see the wisdom of doing what they otherwise might not have done.
We provide a family office feel. Aretec is a wealth management firm for families who don’t want a “good enough” experience with their money, but an experience that’s the best it can possibly be.
Thank you – and stay tuned.