About Keystone Private Wealth

Planning with purpose, tailored for you.

Our Story

The Keystone Experience

At Keystone, we believe financial planning is about more than managing money - it’s about helping you live the life you’ve imagined. Whether that means traveling freely, supporting your children’s education, or retiring with confidence, we’re here to help you make it happen.

We take the time to understand what matters most to you, then build a personalized strategy that brings clarity and peace of mind to your financial decisions. Our goal is simple: to help you feel confident about your future, so you can focus on what matters most today.

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Meet Your Advisors

Meet Rob Barfuss

Financial Planner

Rob is someone who genuinely enjoys helping people feel confident about their financial future. With 35 years in the industry and over 23 years of experience as a Certified Financial Planner (CFP®), he’s known for his thoughtful approach, independent advice, and commitment to building lasting relationships. Rob is registered with LP Financial Planning Services Ltd. and has completed advanced industry training, including the IFIC Branch Managers Course and the Exempt Market Products Course.

His passion for investing began at age 13, thanks to a teacher in his hometown of Seven Persons who sparked his curiosity. That early interest grew into a career built on integrity, professionalism, and a desire to make a meaningful impact in people’s lives.
Outside of work, Rob is a proud husband and father of four - including a set of twins. He’s an avid cyclist and golfer, a former nationally ranked wrestler, and a passionate sports photographer. His work behind the camera has earned him credentials to photograph professional cycling races, Division 1 college football, and the CFL. Rob has served as a town councillor for Cardston, and currently serves as the Head Coach for the High School Wrestling team.

Meet The Team

A Network of Elite Wealth Advisors

Value Partners Private Wealth is a network of elite advisors with the experience and knowledge necessary to provide clients with total wealth management. We might not have all the answers, but we sure know where we can find them.

We are backed by Value Partners Investments, an investment firm dedicated to helping Canadians achieve their financial goals. Value Partners Investments has over $6.0 billion in AUM and has built more than $2.9 billion in client wealth since its inception in 2005.

As of October 24, 2025. Figures in CAD. Source: Value Partners Investments.

$6.0 Billion

in AUM

$2.9 Billion

in wealth created for clients

Map of western and central Canada highlighting locations in Kelowna BC, Edmonton AB, Calgary AB, Lethbridge AB, Regina SK, Winnipeg MB, Headingly MB, and Kenora ON

Backed by a Bigger Team

We operate a local, independent, entrepreneurial business that is backed by a larger office with the team, expertise, technology and software to help us serve clients better.

The Value Partners Investments team has experience helping clients face the 5 Key Concerns: wealth creation, wealth protection, wealth transfer, wealth impact, and tax.

Retirement Planning

The road to retirement can be a long one. As you grow and your finances change we provide customized advice that can move with you. There is no one size fits all retirement plan - we start by learning where you want to go so we can help you get there.

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Wealth Planning

Take the guess work out of managing your finances. Our team has been providing strategic wealth planning for over 25 years. Tax mitigation, investment management, you name it - we can help!

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Insurance & Estate Planning

Hindsight is always 20/20. Whether you are looking to protect yourself, your loved ones, or your business interests, our team has the solutions to suit your situation. Life can be stressful enough, let us protect you so that you can focus on what really matters.

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The Path To Peace of Mind Starts Here

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