Jodi Keefe
Wealth Manager @Penta Wealth
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WORK HISTORY
Wealth Manager @Penta Wealth
Kanata, ON, CA
Helping Canadians live for today—while building a stronger tomorrow.At Penta Wealth, we work with families, professionals, and business owners to protect what they’ve built and plan for what’s next. We offer a full suite of financial planning, insurance solutions, and tax-efficient strategies to help you grow your wealth and keep more of it.What We DoWe specialize in: Insurance Planning Holistic Financial Planning Smart & Simplified InvestingWhether you\'re growing your business, planning for retirement, or securing your family\'s future, we help build a strategy aligned with your values and goals.How We Do ItWe start by understanding your life and financial priorities. Then we tailor a solution to fit—focusing on protection, growth, and long-term freedom. Insurance: Access to some of the best coverage and rates in Canada. Life, disability, critical illness, long-term care, and more—custom-fit to protect your family or business. Planning for the Future: We go beyond retirement planning—offering support with tax strategy, debt management, and education savings. Simplified Investing: We take the complexity out of investing. Whether it\'s personal or part of an employee benefits package, we help make your money work smarter.What Makes Us Different Simple, clear strategies—no jargon Personalized advice—not one-size-fits-all Tax-efficient focus to help you keep more of what you earn Expertise in serving business owners and families Trusted protection paired with long-term planningAt Penta Wealth, we don’t just help you build wealth—we help you live well, with clarity, confidence, and control over your financial future. 16•••••••30 j•••@pentawealth.ca Penta Wealth Home - Penta WealthInsurance | Future Planning | Smart & Simple InvestingINTEGRITY | INSPIRATION | INNOVATION | INDEPENDENCE | ILLUMINATION
EDUCATION
Carleton University
Bachelor of Arts (B.A.), French and Music
ABOUT JODI KEEFE
Most financial advisors are great at the basics.TFSA. RRSP. Pay less. Save more.But what happens when you’ve already done everything right — and you’re still losing sleep over taxes, investment drag, or not knowing your next move?That’s where I come in.I help high-earning Canadians, families, and young professionals enjoy their wealth without the stress of managing finances alone or handing everything off to a bank.My financial career started at home with a single family income.For 12 years, I homeschooled my three kids. Then one day, it was time for me to enter the workforce. I had no corporate resume — just grit, real-world experience, and a heart to serve people.Finance wasn’t something I paid attention to growing up, but I realized it was something I needed to understand if I wanted to lead my family well. In 2015, I made a decision: to follow in my dad’s footsteps and become a financial advisor.Since then, I’ve built a practice around helping people like you — individuals who’ve done well, saved consistently, maxed out their TFSAs and RRSPs — but now feel stuck, unclear, or exposed. Where do I invest next? How do I reduce these tax bills? Am I actually making the most of my money?With personalized strategy, no product-pushing, and deep clarity, I help you: Eliminate unnecessary taxes Eliminate unnecessary risk. Reposition capital strategically (without high-risk plays) Build investment plans aligned with your goals Create long-term confidence about your financial futureYou’ve worked hard to build wealth. Now it’s time to make that wealth work just as hard for you.Let’s talk. Book a Complimentary Discovery Call Download your free wealth guide 16•••••••30 j•••@pentawealth.caEvery dollar you protect from unnecessary tax is a dollar that can be reinvested into your freedom, your family, and your future.Insurance | Future Planning | Smart & Simple InvestingINTEGRITY | INSPIRATION | INNOVATION | INDEPENDENCE | ILLUMINATION
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