Greg Keith

Retirement Planner

I’m Greg Keith, a retirement planner and Certified Financial Planner. I help professionals and executives in their 50s and 60s make confident decisions about retirement. Based in Atlantic Canada, I work with clients in New Brunswick, Nova Scotia and Ontario. I specialize in turning scattered accounts into a clear retirement income plan, helping clients understand pension choices, CPP and OAS timing, tax strategies, and how to make their savings last. My approach is practical, evidence based, and focused on the decisions that matter most. Through Keith Wealth Management and The Visual Wealth Project, I make financial ideas easier to understand.