Windsor, Ontario, Canada
Aaron Keogh is a seasoned insurance and investment professional and financial advisor with over twenty-five years of experience helping clients navigate the financial services world, with a particular focus on individuals in leadership roles and other busy professionals. He draws on his extensive background to truly get to know each client, their priorities, and their long-term goals so that every recommendation feels both practical and personal. As President of Greendoor Financial Inc., Aaron provides attentive, hands-on support in all areas of financial and retirement planning, mutual funds, as well as life, critical illness, and disability insurance. He is committed to crafting strategies tailored to the unique needs of business leaders and professionals, making sure they feel informed, supported, and confident at every step.
A private, client-centred firm, serving individuals, families, and businesses. We design investment portfolios and create personalized plans for our clients, who range from professionals and civil servants, to business owners, to retirees. We serve clients throughout the Windsor-Ottawa corridor, providing consulting services for insurance, wealth management, tax planning, and estate planning. As a full-service financial advisory firm, we frequently collaborate with lawyers and accountants, providing our clients with access to all the expertise they require in tax, estate planning, and other legal areas. Mutual Funds provided through Carte Wealth Management Inc. Insurance and Segregated Funds provided through Financial Horizons Group
The Conference for Advanced Life Underwriting (CALU) is a national professional membership association of established financial advisors (life insurance, wealth management and employee benefits), accounting, tax, legal and actuarial professionals. Significant priorities include: The ongoing viability of life insurance as a risk management tool. Tax treatment of disability, critical illness and long term care insurance. Education and promotion of tax assisted savings plans. Securing the retirement income of Canadians. Philanthropy and charitable giving strategies. Taxation of employee benefit plans. Assisting business owners with succession planning. Cross border tax and estate planning issues. CALU is a trusted partner to federal and provincial governments across Canada on critical tax and finance policy, and is committed to further developing these important relationships.