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Keely Hartviksen

Investment AdvisorVice President

  • CFP®
  • CIM®
  • FCSI®

Working together to help you achieve what truly matters to you

Mission Statement
I work with you and your family to help grow and preserve your wealth.  Together we establish a well-founded comprehensive and customized wealth management plan.   

Qualifications
As a Certified Financial Planner, Chartered Investment Manager and Fellow of the Canadian Securities Institute with 16 years of industry experience, I am equipped with the knowledge and expertise to handle your complex wealth management issues.     I am passionate about providing excellent customer service, a positive client experience and sound investment advice.  I have established myself and my business with a strong focus on ethics and integrity.  I believe that it is my duty to educate my clients and put the needs of my clients first.    

Personal
I was born and raised in Thunder Bay and both my Honours and Masters Degrees are from Lakehead University. I am the founding chair of the GenNext Day of Caring with the United Way.  We complete much needed projects around our community every year.  My husband, Steve and I live with our family in the country and enjoy spending time on our small hobby farm.

Please Contact Us
Please call me at 807-346-1314 or email at keely.hartviksen@td.com today to see if you and your family could benefit from my customized approach to wealth management.

ADDITIONAL CONTACT

Toll Free: 1(888) 566-1333
Fax: (807) 346-1310
Branch Office: (807) 346-1300
Branch Fax: (807) 346-1310

Additional Information

Asset allocation for volatile times

A slowing Chinese economy, Brexit and continued trade tension between U.S. and China are impacting markets. Kim Parlee talks to Bruce Cooper, CIO & CEO at TD Asset Management, about the changes in asset allocation to equities and fixed income stemming from these factors.

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Meet The Team

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Capitalizing on market uncertainties

With less than two weeks to go before the U.S. elections and a second COVID-19 wave underway, there are plenty of headlines. But has the market properly priced in the risks? Kim Parlee speaks with Ben Gossack, portfolio manager, TD Asset Management on how to capitalize on the uncertainties.

Pandemic exodus: Is it time to move to the country?

Canadians who are working from home for the long haul may be thinking about trading their expensive houses in the city for more balanced lifestyles in the country. Kim Parlee speaks with Zeljka Walker, an Investment Advisor with TD Wealth, about the pros and cons of an urban exodus and what to consider before you sell.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?