Associate Portfolio Manager & Investment Advisor
Associate Portfolio Manager & Investment Advisor
As an Associate Portfolio Manager, I understand the unique needs of High Net Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
Portfolio Manager & Investment Advisor
CFA
Keith has 27 years of experience in the investment industry, where he has worked as a financial analyst, advisor, and investment counselor for both boutique firms and major banks. He is focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.
As a Portfolio Manager & Investment Advisor with TD Wealth Private Investment Advice, he provides a high level of personalized service for his clients. He works with a talented group of TD specialists and has complete access to their expertise and the resources at TD Bank Group.
Keith's role is to create a fully integrated and comprehensive plan for his clients, by ensuring that the appropriate TD specialists are brought in when required, to apply their knowledge to complex situations. This can range from investment management, to estate planning, and to credit and insurance needs. This collaboration is crucial to his clients' evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
Keith is a graduate of Haverford College (U.S.) and holds Masters Degrees from the University of Toronto and the University of Texas in Austin. He is a Chartered Financial Analyst (CFA®) charterholder and a member of the Toronto CFA Society and the CFA Institute.