What We Do

In the world of stock markets dominated by large banks and investment companies, KeyStone’s independent Research Services offer a unique and completely independent perspective designed to help savvy investors make informed portfolio decisions..

Small Cap Growth Stock Research

We provide serious investors with specific BUY/SELL/HOLD advice on undervalued micro, small, and mid-cap growth and value stocks. We dig deeper and search further into areas where traditional big bank or large institutional research will not look, providing you with independent first coverage of the fastest growing small-cap stocks.

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Income Growth Stock Research

KeyStone’s Income/Growth Stock Research Service provides retail and professional investors with independent BUY/SELL advice on Canada’s top Dividend Growth Stocks. By subscribing to KeyStone’s Income/Growth Stock Research Service you can start building your income/growth producing portfolio immediately, or re-tool a portfolio you already have.

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U.S. Growth Stock Research

Our USGS Research is designed to help you prudently and systematically build and develop your growth stock portfolio over a 6-month to 3-year period and help you beat the market long term. We believe in a patient approach that involves time-tested fundamental research in the under-researched area of the market – Small-Cap Growth & Value stocks.

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Simple TFSA Portfolio

Our Simple TFSA service combines our track record with easy-to-understand and actionable portfolio management advice. We take our “top stocks” from both our Small-Cap and Income Stock research to create a manageable 6 to 10 stock portfolio consisting of a diversified mix of high-growth small caps and dividend growth stocks.

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How It Works

Our Small-Cap Research Service provides serious investors with specific BUY/SELL/HOLD advice on undervalued micro, small, and mid-cap growth and value stocks. Real companies, producing real revenue and earnings growth, trading at low prices

1

Sign Up

Sign-up for any of our individual research services that meet your equity research needs or become a VIP and receive all our research.

2

Discount Brokerage Account

Set-up an account with a discount brokerage. This will allow you to buy and sell the stocks on our recommendations in the most cost effective manner ($10 & under).

3

Starter Guide

KeyStone’s Equity PlayBook. This guide provides simple information including how to understand our research, set simple investment goals, understand risk tolerance, determine your asset allocation (capital), what stocks to buy, when to buy, and how many, among other topics.

4

Build Profile

Begin building the equity (stock) component of your portfolio with a focus on growth. Core to our service is our stock specific BUY, SELL, & HOLD recommendations which you receive via email and posted in your account on our website – what to BUY, when to HOLD, and when to SELL. Choose to mirror our portfolios by buying positions in each of the current BUY recommendations or select the individual companies that best suit your needs from our research and build your own.

5

Review Balance

Review and re-balance your portfolio over time. As your growth and/or income stock portfolio(s) take shape and grow over the years, KeyStone will continuously update stocks you hold and you will be periodically advised to alter existing positions (SELL HALF or all your position). Participate in or read the archives of our Weekly Analyst Hosted Q&A Chat Sessions –the latest info on each stock you own. VIP clients access over 100 chats per year.

Our Philosophy

In the world of stock markets dominated by large banks and investment companies, KeyStone’s independent Research Services offer a unique and completely independent perspective designed to help savvy investors make informed portfolio decisions.

Independent Research

A hallmark of our research is independence. KeyStone is not affiliated with any bank or brokerage company, nor do we accept any remuneration (cash or shares) for the inclusion of a company in our research (BUY/SELL/HOLD advice). Our purpose is to provide clients our services objective information through independent research.

The Keystone Philosophy

In the world of stock markets dominated by large banks and investment companies, KeyStone’s independent Research Services offer a unique and completely independent perspective designed to help savvy investors make informed portfolio decisions.

All we do is stocks

Traditional mutual funds and jack-of-all trade financial advisors do not cut it anymore. Equities (stocks) form the most important component of your portfolio. For investors with beyond a 10 year horizon, equities can often comprise around 70% of your portfolio and should be responsible for the majority of the growth within your portfolio. Moreover, for those close to or in retirement, the dividends provided by strong, cash flow positive equities can provide the income necessary to supplement your existing pension or other income vehicles.

Our Team

Meet Ryan Irvine, the founder of KeyStocks.com – one of Canada’s only independent stock market research advisor firms, and Aaron Dunn – senior analyst at KeyStock.com, Canada’s leading provider of independent, unbiased investment research on North American stock markets.

Testimonials

See what people are saying about KeyStone Financial.

Dave Kegler

KeyStone Client

I have been a subscriber of Keystone Financial for 9 years. I have found that Ryan and Aaron’s ability to find under-valued, under-followed profitable companies is second to none. They play in a niche part of the market, only advising on profitable companies, especially companies that aren’t well known. They may miss out on on...

Caroline

Vancouver DIY Seminar Guest

I heard about the Keystone seminars on the Moneytalks radio program and decided to go along as I am always trying to improve my own financial education as a self directed “newbie” investor. I have to say I was rather sceptical and half expected a “get rich quick” hard sell type seminars having attended such...

Gordon Pape

Canadian Author, Columnist & Investor

Ryan Irvine and the KeyStone team are the best small-cap analysts in Canada, in my estimation. Their focus on profitable growth companies has produced a steady steam of winners for readers of my Wealth Builder newsletter. including one stock that has gained over 1,000%.

Reeve

KeyStone Client

I have been a platinum client now for almost a year and have been extremely satisfied with Ryan and yours level of research and expertise in finding these companies. With your help over this period, I have been able to see some very nice gains in the likes of World Point, Cash Store, and MOSAID.

Book a Call Here
Click here to book a complimentary 10-minute call with Ryan, Aaron, Brennan, or one of our staff and see what services may be right for you.