The KeyStone Advantage

Don’t settle with paying high fees and continually underperforming the market. Join the thousands of Canadians like you who have taken control of their stock portfolios with a simple strategy that allows you to pay less fees and create a quality 15-25 stock portfolio. It’s your money and your financial future, so do something about it!

If you are looking for the magic button to financial freedom, look elsewhere. What we provide is solid, practical advice with real time tested recommendations and a simple ongoing strategy.

We do not believe in hype. Our goal is to keep it simple and recommend buying great businesses. Our research, paired with a low-cost discount broker helps you create a simple portfolio of between 15-25 stocks designed to beat the market long-term.

Our analysts are always on the hunt for the next great stock to recommend to clients. Just take a look at Photon Control Inc. (PHO:TSX), recommended to KeyStone Webinar attendees back in April of 2020 at $0.88. Just three months later, the stock soared for a gain of over 100% driven by record financial results during the crisis. In 2018, KeyStone Recommended, XPEL (XPEL:NASDAQ), an unknown cash producing business at $1.42. XPEL has been one of the best performing stocks in Canada over that time – now up over 2,800%. Our analysts also uncover some of the best Dividend Growth Stocks on the market, including Algonquin Power & Utilities (AQN:TSX), recommended to clients in 2012 at $6.17. Algonquin has since paid over $4.00 in dividends and now trades at $21.34 for a total return of 311%.    

Why should you or a loved one use KeyStone’s Research?

Because KeyStone is truly an independent research advisory firm. This should not make us unique, but it does. Unlike the big banks and brokerages, we do not perform financing for the stocks we recommend and do not receive payment from companies for their inclusion within our research. This focusses us on one thing, finding the best performing stocks for investors across North America! For more information on who we are at KeyStone Financial and for a performance track record, click on the brochure below.

VIEW KEYSTONES BROCHURE 

 


Click on a red ‘Rate Code’ below and the coinciding research package & special price will be added to your cart!

***Special offers NOW valid through December 7th, 2020***

Keystone Service
Regular Price
Special Offer Price
You Save
Rate Code

Canadian Small-Cap Growth Stock Research

$799

$499

$300

MPW2SC

Canadian Income Stock Research

$799

$499

$300

MPW2CD

US Growth Stock Research

$799

$499

$300

MPW2US

Canadian Small-Cap & Canadian Income Stock

$1598

$899

$699

MPW2SD

Canadian Small-Cap & U.S. Growth Stock

$1598

$899

$699

MPW2SU

Canadian Income Stock & U.S. Growth Stock

$1598

$899

$699

MPW2DU

VIP Package – All KeyStone’s Services*

$3196

$1999

$1197

MPW2VP

 

Looking for a Simple Portfolio Building Solution? 

KeyStone’s VIP Research Package

KeyStone’s VIP Research package provides you with access to our diverse universe of BUY/SELL/HOLD recommendations on Canadian Small-Cap Stocks, Canadian Income/Dividend Stocks and U.S. Growth/Value Stocks. Plus, our Portfolio Builder Tool  designed to help clients build their own high-quality stock portfolios of 15-25 stocks, over a 12-24-month period, by indicating to them which stocks in our research universe are our highest conviction buy recommendations (which they could add to their portfolios next).

What does the Portfolio Builder Tool entail? Watch the 2-minute tutorial video below to find out how the Portfolio Builder Tool is helping our clients build portfolios that are set up for success!

An Annual Subscription to our VIP Research provides you:

  • Access to all of our core BUY/SELL/HOLD Canadian Income/Dividend Stock Research, Canadian Growth (Small-Cap) Research, & U.S. Growth/Value Stock Research.
  • FLASH Update Reports (BUY/SELL/HOLD Ratings) on all KeyStone stocks in research coverage.
  • Active Portfolios including our Focus BUY Portfolio, Latest Additions, New Discovery Small-Cap Portfolio featuring profitable low-priced stocks with explosive potential.

Plus

  • 100 Annual Weekly Analyst Hosted Q&A Sessions – ask questions to our analysts in real time.
  • 2 Semi-annual VIP Portfolio Video Updates. All archived research.
  • All current and past DIY Seminar Videos.
  • All Special Reports.
  • All archived research.

Including KeyStone’s VIP Portfolio Builder Tool

  • Providing clients with guidance on:
    1. How many stocks to buy and in what dollar amount.
    2. What 5-6 stocks to start with.
    3. Which 2-3 stocks to add each quarter over the next 12-24 months.

Regular Price: $3196

You Save: $1197 

Special Price: $1999

Use Rate Code: MPW2VP

Looking for Canadian Growth Stocks?

KeyStone’s Canadian Small-Cap Growth Stock Research

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 – How do we do it? We simply dig deeper and search further into areas where traditional big bank or large institutional research will not look – providing you with independent first coverage on some of Canada’s fastest growing small-cap stocks.

Why should you use KeyStone’s Canadian Small-Cap Growth Stock Research?

To Discover Canada’s Best Unknown Stocks.

#1 KeyStone recommended clients BUY the best performing stock on the entire Toronto Stock Exchange over the past decade: Boyd Group Income Fund (BYD:TSX) for a gain of over 8,940% (incl. dividends)!

#2 KeyStone recommended clients BUY the fourth best performing stock in Canada over the past decade: Enghouse Systems Ltd. (ENGH:TSX) for a gain of over 1,770% (incl. dividends)!

#3 KeyStone recommended clients BUY the best performing non-penny stock in Canada in 2018: XPEL Inc. (XPEL:NASDAQ) for a gain of 320% in one year!

If you are not familiar with these stocks, you are not alone. Both stocks have limited to no coverage on Wall or Bay Street. While they should have been recommended to you by your bank, broker, advisor, or fund manager, they were not.

Why? Quite simply because they enrich shareholders, not the finance departments on Wall and Bay Street, so there is limited interest in covering them – despite the fact that Boyd Group is the single best performing stock on the TSX over the past decade and XPEL Inc. was one of the best performing non-penny stocks in Canada in 2018.

An Annual Subscription to our Canadian Small-Cap Growth Stock Research provides you:

  • All New Buy Report/Upgrade Buy Reports
  • FLASH Update Reports (BUY/SELL/HOLD Ratings) – 5-12 each month.
  • NEW Active Portfolio’s Feature Tracking KeyStone’s Our Top Focus BUY Model Portfolio and Additional Special Coverage List.
  • Salient Market Commentary with Quick Top Buys
  • Archived Research History (Annual Membership)

Plus

  • 52 Interactive Weekly Q&A Chat Sessions Hosted by KeyStone Analysts – No other service offers you this type of weekly analyst interaction
  • Current “Action Notes” in our Active Portfolios
  • KeyStone’s Active Monitor List
  • Access to all “Special Reports” – Our Annual Cash Rich Reports, Opportunities Report, Annual Breakthrough/Turnaround Report.

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.

Extra Bonus Reports

    1. KeyStone’s 2019 & 2020 Canadian Cannabis Report
    2. KeyStone’s 2020 Cash Rich/Debt Free, Profitable Canadian Small-Cap Report
    3. KeyStone’s 2019 Breakthrough/Turnaround, Canadian Small-Cap Report       

Regular Price: $799

You Save: $300 

Special Price: $499

Use Rate Code: MPW2SC

Looking for Dividend Income in your Portfolio?

Get KeyStone’s Canadian Income 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.

An Annual Subscription to our Dividend Stock Research provides you:

  • Monthly BUY/SELL Stock Report Recommendations.
  • Regular BUY/SELL Updates on Previously Recommended Stocks.
  • New Interactive Bi-Monthly (26 per year) Q&A Chat Sessions (link to page describing chat Sessions) Hosted by KeyStone Analysts – no other service offers you this type of analyst interaction.
  • Exclusive Hybrid Portfolio – our current Top Recommendations from each portfolio.
  • Cutting Edge Market Commentary.

Plus

  • New “Active” Model Income Portfolios (divided into risk categories – up to 10 stocks per portfolio). Designed for you to replicate within your discount brokerage account.
  • Monthly Updated Ratings on our Aggressive, Moderate, and Conservative Income Producing Portfolios.
  • All “Special Reports” Associated with our Income/Growth Stock Research including; KeyStone’s Dividend All-Start Report (value $599).

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.

PLUS Get KeyStone’s 2020 & 2019 Canadian Dividend All-Star Report For FREE with one year subscription

This report is the culmination of months of researching every dividend paying stock in the Canadian market to find the top recommendations for our clients.

Step 1: We went through all 3,139 securities listed on the TSX and TSX Venture exchange, separating out the 763 that pay dividend or income distributions.

Step 2: We identified the 352 companies that make up the complete universe of dividend paying stocks (real businesses).

Step 3: We applied KeyStone’s rigorous growth/value investment methodology to narrow the list down to 74 companies with strong financial performance and sustainable dividends.

Step 4: We drilled down further into each individual company to identify the top 31 stocks that make up our ‘Top Tier’ monitor list.

Step 5: Finally, we recommended the best 8 individual stocks to our clients based on growth, financial stability and income generation.

KeyStone’s 2019 Dividend All-Star Report truly represents the very best of what the Canadian dividend market has to offer. Not only do you receive current and insightful research and analysis on the top 31 dividend growth stocks on the Canadian market, but we also further reduce that list to recommend the top 8 companies that could be added to your portfolio right away. The top 8 dividend growth stocks out of an initial list of 352 companies.

 

Regular Price: $799

You Save: $300 

Special Price: $499

Use Rate Code: MPW2CD

Looking for U.S. Growth Stocks?

KeyStone’s U.S. Growth Stock Research

Each year our analysts will tear through the financial statements of over 2,500 of the most under researched U.S. listed Small-Cap Stocks – uncovering unique and under-followed growth and value priced stocks before the broader market finds them. We leave no stone unturned in our search for undervalued growth stocks from any industry including technology, bio-tech, manufacturing, healthcare, oil & gas, materials, mining, consumer (stables & discretionary), services, and more.

From our US Growth Stock Research, EPAM Systems Inc. (EPAM:NASDAQ) and Zynex, Inc. (ZYXI:NASDAQ) have gained 53% and 100%+ respectively. Zynex was just sold for a 200% profit in 18 months.

An Annual Subscription to our U.S. Growth Stock Research provides you:

  • Access to KeyStone’s Model U.S. Growth Stock Portfolio
  • BUY/SELL/HOLD Advice): 8-12 stocks strategically bought over a 12-18 month period.
  • All New BUY Recommendations: Simple to read, institutional level reports on under-followed and undervalued U.S. companies.
  • FLASH Update Reports (BUY/SELL/HOLD Advice): Simple to read, fully updated reports on previously recommended stocks with new ratings and actionable advice.
  • Bi-Monthly Chat Sessions (26 Per Year): Analyst hosted interactive Q&A sessions updating any covered U.S. Small-Cap and current market conditions or new opportunities.
  • Plus
  • Additional Coverage Reports:
  • Select U.S. Small-Cap (BUY/SELL/HOLD Advice) stocks from outside our Model Focus BUY Portfolio.
  • Special Reports: Including our U.S. Cash Rich, Profitable Small-Cap Report and our U.S. Opportunities Report ($599 each if sold separately).
  • Archived Research: Access to all relevant historical U.S. Small-Cap research.

Extra Bonus Reports

  1. KeyStone’s 2020 Cash Rich/Debt Free, Profitable U.S. Growth Stock Report

Regular Price: $799

You Save: $300 

Special Price: $499

Use Rate Code: MPW2US

_______________________________________________________________________________________________________________________________________________

How About Combining Two of Our Offers?

Combine two of our Research packages and receive additional savings! Mix & Match between our:

Canadian Small-Cap Growth Stock Research + KeyStone’s U.S. Growth Stock Research

Regular Price: $1598

You Save: $699 

Special Price: $899

Use Rate Code: MPW2SU

Canadian Small-Cap Growth Stock Research + KeyStone’s Canadian Income Stock Research 

Regular Price: $1598

You Save: $699 

Special Price: $899

Use Rate Code: MPW2SD

Canadian Income Stock Research + KeyStone’s U.S. Growth Stock Research

Regular Price: $1598

You Save: $699 

Special Price: $899

Use Rate Code: MPW2DU

_______________________________________________________________________________________________________________________________________________

Become a VIP and Get All of KeyStone’s Research

Canadian Small-Cap Growth Stock Research + Canadian Income Stock Research + KeyStone’s U.S. Growth Stock Research

Get all of our research packages for the best savings possible!

Regular Price: $3196

You Save: $1197 

Special Price: $1999

Use Rate Code: MPW2VP