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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.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?