Keystone Financial Services

Finance · 11-50 Employees

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Overview

Phone Number

(416) 901-7880

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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Jul
ZI Rank
1
1
1
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1

About Keystone Financial Services

Keystone Financial Advisors Ltd. is a Toronto, Canada based risk adjusted return investment manager founded in 2010. With a team of 15 professionals, Keystone Financial combines intensive research driven stock selection with a disciplined and robust risk management program. Keystone manages assets across various equity long short strategies including hedged income, market neutral and a concentrated best ideas portfolio. Founders and employees collectively represent 7% of the firm's assets under management with high-net-worth individuals, family offices, foundations, endowments, and public and private pension funds representing the balance of firm assets. Keystone Financial Advisors Ltd. is a registered Portfolio Manager, Investment Fund Manager and Exempt Market Dealer with the Ontario Securities Commission.Explore more
Keystone Financial Services's Social MediaPopular SearchesKeystone Financial Services IncKeyStone FinancialKeystonefinancialSIC Code 62,628NAICS Code 52,523Show more

Keystone Financial Services Org Chart

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DJ

Mortgage Agent

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Keystone Financial Servic...

<$5M
11-50
Private
-
1998
DJ
Deepak JangraMortgage Agent
$19.6M
11-50
Private
-
-
ML
Marc LavoieDirector and Portfolio Manager
<$5M
11-50
Private
-
2005
Jeffrey Israel, President & Chief Operating Officer & Managing Director at Black Creek Investment Management
Jeffrey IsraelPresident & Chief Operating Officer & Managing Director
<$5M
1-10
Private
-
2009
CM
Clarke MarkleChief Operating Officer
<$5M
1-10
Private
-
2019
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Keystone Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Keystone Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Keystone Financial Services.

Keystone Financial Services Tech Stack

A closer look at the technologies used by Keystone Financial Services

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Frequently Asked Questions Regarding Keystone Financial Services

What is Keystone Financial Services's official website?
Keystone Financial Services's official website is www.keystonefinancial.ca
What is Keystone Financial Services's Revenue?
Keystone Financial Services's revenue is <$5 Million
What is Keystone Financial Services's SIC code?
Keystone Financial Services's SIC: 62,628
What is Keystone Financial Services's NAICS code?
Keystone Financial Services's NAICS: 52,523
How many employees does Keystone Financial Services have?
Keystone Financial Services has 11-50 employees
What industry does Keystone Financial Services belong to?
Keystone Financial Services is in the industry of: Finance, Securities Trading
What is Keystone Financial Services competition?
Keystone Financial Services top competitors include: Baritone Asset Management, Black Creek Investment Management, AIP Asset Management, Desjardins Funds
What technology does Keystone Financial Services use?
Some of the popular technologies that Keystone Financial Services uses are: HubSpot, Google Font API, Microsoft 365, Amazon Web Hosting
How do I contact Keystone Financial Services?
Keystone Financial Services contact info: Phone number: (416) 901-7880 Website: www.keystonefinancial.ca
What does Keystone Financial Services do?

Keystone Financial Advisors Ltd. is a Toronto, Canada based risk adjusted return investment manager founded in 2010. With a team of 15 professionals, Keystone Financial combines intensive research driven stock selection with a disciplined and robust risk management program. Keystone manages assets across various equity long short strategies includi... ng hedged income, market neutral and a concentrated best ideas portfolio. Founders and employees collectively represent 7% of the firm's assets under management with high-net-worth individuals, family offices, foundations, endowments, and public and private pension funds representing the balance of firm assets. Keystone Financial Advisors Ltd. is a registered Portfolio Manager, Investment Fund Manager and Exempt Market Dealer with the Ontario Securities Commission.Read More

What are Keystone Financial Services social media links?
Keystone Financial Services Facebook page
Is Keystone Financial Services a public company?
Keystone Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Keystone Financial Services

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