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over 20 Years of experience providing 

Independent & Unbiased
Financial Advice.

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Plan. Monitor. Grow

KMS Financial takes the time to help you review and understand your current financial situation. We work with you to build unique and customized solutions to meet your goals and objectives, while guiding you through the implementation every step of the way.

Products & Services

We're here to help you achieve your goals, whether they are, saving for your children’s college funds, investing in a stock, or building a retirement plan.

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About Us

Our team takes the time to make sure you understand all the different vehicles at your disposal, how they work and how they can help you to achieve your financial goals. 

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Client Resources

Your financial life doesn't have to be complicated. Let us help you make it easier with these tools and helpful links.

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You trust us with your very personal and confidential information, and we take that seriously. Seriously enough to invest in the leading comprehensive endpoint computing data security solution.

Our computers are professionally encrypted, managed and monitored for malware attack, unauthorized use and intrusion, and professionally backed up in secure data centres by NPC - leaders in endpoint data security.

Learn more about NPC (https://secure.npcdataguard.com)

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Meet the Team

Sharing insight

We have the knowledge and expertise to help you determine your financial goals. We believe in the value of sharing this financial knowledge and  understand the benefits and risks associated with various investment products and services. 

Keith Secord Photo

Keith Secord

Financial Advisor, Life Insurance Advisor
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Keith Secord

Financial Advisor - Manulife Wealth Inc.
Life Insurance Advisor - Manulife Wealth Insurance Services Inc.

Keith Secord is part of KMS Financial as well as a Financial Advisor with Manulife Wealth Inc... He offers over two decades of successful experience  determining the financial goals of his clients. Keith specializes in investments solutions, health benefits and estate planning.

Keith was born and raised in Penetanguishene, Ontario and has lived and worked in the Simcoe County area his entire life. He is the proud father of two grown children.  Zackery who has completed a degree in Finance at Concordia University in Montreal and is currently working in Ottawa at the Bank of Canada. Olivia is a graduate of Guelph University with a degree in Science and is currently attending Conestoga College in Waterloo, training to be a Respiratory Therapist. Keith’s own educational background includes a diploma from Georgian College in Business Administration. After graduation Keith opened his own firm KMS Financial and has 20+ years dedicated to his profession. 

Outside of work, Keith is an avid sports enthusiast. Throughout his life he played hockey, up to the Junior level, golf and baseball. He is also an accomplished billiards player of which he has many accolades including a number of tournament championships. Keith also supports minor hockey and has offered his time as a coach for numerous teams over the years. He was also previously a member of the Rotary Club of Canada.

Our Products & Services

Providing the value of advice 

Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify investing, giving you added confidence in your financial decisions. 

Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow.

  • Registered retirement savings plan (RRSP)
  • Registered retirement income fund (RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)

Insurance Solutions

It’s not what we have in life, but who we have that matters. Protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands

  • Health Insurance
  • Life Insurance
  • Travel Insurance
  • 3-in-1 life, disability and critical illness protection

Estate Planning

Estate planning prepares families for the financial circumstances when a loved one passes away. Generally, it is the Will that will direct what happens at that point; however, many estate plans also include a simple Power of Attorney to deal with property issues if an individual becomes disabled and can no longer handle his or her own finances.

If you have accumulated assets during your lifetime, you likely will want to ensure that wealth transitions cost effectively. 

Goals-Based Investing for Retirement

Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market.

  • Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future
  • Designed to provide you with a higher degree of confidence in the projected minimum income it pays out, and the potential  to grow your future income stream

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