Scott Keeping
Senior Investment Advisor
Senior Portfolio Manager
B.Comm.
CIWM
CFP®
Committed to understanding your needs and helping you achieve your vision of success
Phone
Office Location
Scott focuses his time in helping clients meet their financial goals, thus helping them enjoy their life today and pursuit of their goals for tomorrow. By understanding what truly matters to his clients he can provide them with a full suite of customized wealth management services as well as engage other TD specialists to address more specific needs. Scott's dedication to an exceptional client experience and innovative strategies form the foundation of his business.
Born and raised on Vancouver Island, Scott graduated from the University of Victoria with a Bachelor of Commerce Degree in 1999. Upon graduation, he pursued a career in the investment industry with Island Savings Credit Union and Credential Securities before joining TD Wealth in 2011. Scott holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Certified International Wealth Manager (CIWM) designations along with being a Fellow of the Canadian Securities Institute (FCSI®) and earning the title of Portfolio Manager. In 2006 Scott was honored to be awarded top 40 under 40 for Vancouver Island.
Away from the office, Scott enjoys spending time with his lovely wife Meghan and daughter Taylor. After a competitive Junior and College golf career, he enjoys playing the occasional recreational round. Scott is passionate about volunteering and supporting local charities and events that are most meaningful to his family and clients.
Phone
Fax
(250) 356-4166
Certificates
B.Comm.
CIWM
CFP®
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Helping achieve what truly matters to you and your family.
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.
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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