MacMillan Keeping Wealth Management
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Building Generational Wealth: Meet the MacMillan Keeping Wealth Management Team.
MacMillan Keeping Wealth Management
The MacMillan Keeping Wealth Management team is committed to the highest professional standards. Roderick MacMillan & Scott Keeping are Portfolio Managers and each of them holds the Fellow of the Canadian Securities Institute (FCSI®) and the Certified International Wealth Manager (CIWM) designations. Together, they have half a century of combined experience. We pride ourselves on a personalized attentive approach building long term relationships with our clients from one generation to the next.
In order to provide a high level service commitment we focus on clients with more than $1,000,000 of investment assets.
In order to provide a high level service commitment we focus on clients with more than $1,000,000 of investment assets.
We see the whole you
In a complex and fast paced world we take the time to listen to what’s important to you, developing an integrated wealth plan that’s easy to understand and navigates every stage of your life. We understand that wealth can be accumulated in a variety ways and your unique circumstance requires a customized approach.
We can help you avoid making emotional decisions by aiming to instill confidence that you have planned and executed well. Through MacMillan Keeping Wealth Management you will have access to a team of experienced trusted professionals within TD Bank Group consisting of portfolio managers, private and commercial bankers, business succession specialists, estate and trust planners, philanthropic and charitable services so that we will build a team specific to your needs. We look forward to also working alongside your other professionals, such as lawyers and accountants to provide you with the best service possible.
We can help you avoid making emotional decisions by aiming to instill confidence that you have planned and executed well. Through MacMillan Keeping Wealth Management you will have access to a team of experienced trusted professionals within TD Bank Group consisting of portfolio managers, private and commercial bankers, business succession specialists, estate and trust planners, philanthropic and charitable services so that we will build a team specific to your needs. We look forward to also working alongside your other professionals, such as lawyers and accountants to provide you with the best service possible.
Our discovery and wealth management approach is driven by what matters most to you
We're here to help you achieve your goals and priorities. We'll work together to ensure you receive a wealth plan that you can feel confident in. To learn more about the services of MacMillan Keeping Wealth Management please contact us today.
Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
