Keith Mondesire

“This business is an opportunity to give someone a gift every day,” says Keith.
 

The gift of security.  Of control.  Of calm. 

That’s what Keith’s clients say they have received.

It is the privilege of giving that gift that has driven Keith every day in the more-than 25 years since he retired as a Durham Region police officer to become an advisor.

An innate drive to do the right thing and look out for people is what led Keith to that first career.  The quarter-century since has been an opportunity to continually refine those traits, all in service of the Mondesire Wealth vision:

A multi-generational financial advisory practice that is to our clients what Warren Buffett is to Berkshire Hathaway and its shareholders. 

Specifically, Keith and his team wish to model Buffett’s approach to educating clients – and their parents and children – on the discipline of compounding wealth, not investing in things we don’t understand, and not being concerned if the market discounts or undervalues our companies.

Follow that approach, and over the long term, everything is going to work out:  retirement, passing assets to the next generation, overall financial security.  In a world of noise and distraction, Keith and his team are indeed an oasis of optimism – driven by strategy.

Says Keith: “I want to convey a feeling of empowerment and transformation for our clients.  Our engagement with them should be transformative, meaningful and lasting.”

It is all summed up by the Mondesire Wealth promise:  Really meaningful moments™.

Given Keith’s trademark sense of humour, he and his team intend for at least some of those moments to be lighthearted.  As Keith puts it, “Life is complicated and challenging enough.  If someone can leave our office smiling and feeling better, it is just good for the physiology.  It is hard to smile and frown at the same time, so we would rather be on the side of smiling.”