ABOUT
Experienced guidance for your financial life and the legacy you want to leave.
For more than 15 years, I have worked with individuals, couples, families, and business owners to help them make thoughtful financial decisions with greater clarity and confidence.
I believe good planning is about more than numbers. It is about understanding what matters most to you, protecting what you have built, and helping you create the future and legacy you want.
Throughout my career, I have continued to build my knowledge through advanced professional education. My CFP, CLU, CEA, MFA-P, CHS, and RCIS designations reflect specialized study in financial planning, insurance, estate settlement, philanthropy, health risks, and critical illness planning.
Together, these areas of expertise allow me to look beyond one account or one decision. I can help connect your retirement, investments, insurance, estate considerations, charitable goals, and family priorities into one coordinated plan.
My approach is personal, practical, and grounded in plain-language conversations. My goal is to make complex decisions easier to understand so you can move forward with confidence.
What My Designations Bring to Your Planning
CFP - Certified Financial Planner
A foundation for comprehensive planning across retirement, investments, taxes, insurance, and estate considerations.
CLU - Chartered Life Underwriter
Advanced knowledge in insurance, estate preservation, business-owner planning, and wealth transfer.
CEA - Certified Executor Advisor
Insight into executor responsibilities, estate organization, and the practical realities of settling an estate.
MFA-P - Master Financial Advisor in Philanthropy
Specialized knowledge in charitable giving and creating meaningful community impact through financial and estate planning.
CHS - Certified Health Insurance Specialist
Planning for health-related financial risks and living benefits.
RCIS - Registered Critical Illness Specialist
Focused knowledge of critical illness risks and protection strategies for families and business owners.
Why this matters to clients
You are not simply receiving an investment projection or a review of your insurance. You are receiving advice that considers how the different parts of your financial life affect one another.
The Estate Planning Guy
Plan for the life you want and the legacy you want to leave.
Get in touch
Call us : 902-449-2676
Email: [email protected]
Address:
7051 Bayers Road
Unit 202
Halifax, NS
B3L 2C1
Keith MacKay is not a lawyer and does not provide legal advice or draft legal documents. Where wills, powers of attorney, or other legal documents are required, clients are referred to, and work directly with, a qualified lawyer. Estate planning services are provided on a fee-for-service basis. Insurance products, including segregated funds, are offered under Keith's insurance license. This website is for general information only and does not constitute legal, tax, or investment advice; please consult the appropriate professional regarding your specific situation.
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