Our unique Canadian-based research, focusing on high-growth, reasonably priced small-cap stocks.
Providing retail and professional investors with independent BUY/SELL advice on Canada’s top Dividend Growth Stocks.
Our "GARP" or Growth at a Reasonable Price model has proved very successful within the under researched small-cap segment.
Our Simple TFSA service combines our track record with easy-to-understand and actionable portfolio management advice.
Sign up to be a Keystone Financial VIP member today!
See our Pricing
Who we are.
What we do.
How we do it.
Meet the team.
See a calendar of all upcoming Keystone Financial Events. Buy tickets to future DIY events or purchase access to past DIY videos.
Request a DIY Stock Investment Seminar in Your City.
Simplify your stock portfolio, pay less fees and take control of your future. Build a portfolio that enriches you, not your advisor. 10-25 individual stocks and at the event receive our 5 Stock Starter Portfolio.
Select a single service, or bundle two or more and save
10% off for any 2 services 15% off for any 3 or more services All 4 and you become a VIP
Includes all 4 of KeyStone’s Research Services, Canadian Small-Cap Growth Stock Research (SCR), Canadian Income/Dividend Stock Research (ISR), U.S. Growth/Value Stock Research (USR), Simple TFSA Portfolio (TFSA), Exclusive VIP Bonus: 2 Semi-Annual VIP Webcasts ($500), Over 100 Analyst Hosted Weekly Q&A Chat Sessions, All Special Reports (Priced at $599 individually), Best Savings ($1,200 off regular price of $3,696).
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.
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.
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.
Our Simple TFSA service combines our track record with easy-to-understand and actionable portfolio management advice. The TSFA is one of the best tax free structures for Canadian investors – ever! The problem is most Canadians are either unsatisfied with their current TFSA investments or just simply don’t know what to put in it.
Exclusive VIP Bonus:
Best Savings ($1,200 off regular price of $3,696).
New Special Bonus
You receive our 75 page starter guide, KeyStone’s Equity PlayBook – designed to take clients through every step of the stock investment process from finding the best discount brokerage, to allocating the appropriate level of cash in your Small-Cap and/or Income Stock portfolios to knowing what to BUY, when to SELL and everything in between – a great tool for novice and experienced investors alike.
Additional Coverage Reports:
You receive our 9-Part Simple TFSA Video Tutorial. From what a TFSA is to the importance of using a TFSA and how much more money you can accumulate by using it, to how to avoid the dreaded “TFSA Trap”, this tutorial has it covered. All you need to know is presented in 9 simple 3-5 minute videos.
Select subscriptions from the above list to get started
Be the first to find out the latest Keystone Financial news