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Simple TFSA Portfolio
The Tax Free Savings Account (TFSA) is a powerful tool for significantly increasing after tax investment returns.
Our Simple TFSA service combines KeyStone’s track record for recommending individual stocks, with easy-to-understand and actionable portfolio management advice. We take our “top recommendations” from both our Small-Cap and Income Stock research to create a TFSA stock portfolio consisting of a diversified mix of high-growth small caps and dividend growth stocks.


KeyStone Financial has produced an impressive, 16 year track record of researching and recommending individual stocks using a GARP, or Growth at a Reasonable Price, investment strategy. Our Simple TFSA service combines this track record with easy-to-understand and actionable portfolio management advice. We take our “top stocks” from both our Small-Cap and Income Stock research to create a manageable 6 to 10 stock portfolio consisting of a diversified mix of high-growth small caps and dividend growth stocks. While this portfolio can be created in any type of investment account, we believe that it is perfectly suited to our clients TFSAs (Tax Free Savings Accounts) where capital gains and dividend income is generated on a completely tax free basis.

Clients to this service will instantly receive access to our TFSA portfolio consisting of 6 to 10 “top stocks”, all current and archived research on each of the respective companies in the portfolio, as well as comprehensive coverage and updating of the portfolio which includes new recommendations and rebalancing advice.

Quite simply…you get all the advice you need to manage your TFSA portfolio and reap the significant potential benefits over the long-term.





KeyStone’s Analyst Hosted Q&A Session
  • KeyStones next exclusive “client only” weekly SCR chat sessions is scheduled for:

  • Date: 10/23/2017
    Time: 5:30 p.m. Pacific Time/8:30 p.m. Eastern Time
Duration: 1 hour

Latest Research Reports

Testimonials
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  • “If you spent the past year investing where KeyStone Financial told you to, you would probably be watching me on a big expensive television…average gain of over 60%”
  • - Colin Gray, CTV National News
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  • “Yours is definitely the BEST Canadian investment service that I have found. Bar none! Keep up the great service!”
  • - Ewald, KeyStone Client
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  • “My Keystone portfolio of 16 stocks is up 56% since last Feb. 2010 (one year).”
  • - Geraldt, KeyStone Client, February 21, 2011.
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  • “Thank you for getting back to me - I have been a platinum client now for almost a year and have been extremely satisfied with Ryan and yours level of research and expertise in finding these companies. With your help over this period, I have been able to see some very nice gains in the likes of World Point, Cash Store, and MOSAID.”
  • - Reeve, KeyStone Client
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  • “I have been quite happy with the Income Stocks Reports especially, and Small-Cap as well. I was up $32,000 Monday and $7000 today on mostly Keystone picks.”
  • - Dave Lawrence, KeyStone Subscriber