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Keely Hartviksen and Associates

Working together to help you achieve what truly matters to you

Mission Statement
As members of Keely Hartviksen and Associates our objective is to plan for every aspect of your financial future.   We work with you – making the most of opportunities to help build and preserve your hard earned nest egg in today’s increasingly complex marketplace.  We provide guidance to clients who are in or nearing retirement, including small business owners who have specialized needs such as transitioning the ownership of their business.  

Our Process
Our process is simple and straightforward.  First, we help you define your objectives through a comprehensive life discovery discussion.  Then we analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to help build and protect wealth, and leave a lasting legacy.  

Our Team
Since 2004 we have been working to deliver sound performance backed by a thoughtful and measured investment philosophy, a competitive fee structure and personalized service.   Our team includes 2 investment professionals with over 40 years of combined experience in the industry, and is led by Investment Advisor, Keely Hartviksen and includes Tammy Dunn, Administrative Assistant.  We also work in collaboration with specialists within TD Bank Group who specialize in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies, all of whom work to help grow, protect and enhance our clients financial lives.  

Please Contact Us
Please get in touch with us today to see how we can work together to help you build a strong and secure financial future for you and your family.  Please call us at 807-346-1314 or email us at keely.hartviksen@td.com.

Keely Hartviksen & Associates is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.





ADDITIONAL CONTACT

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

Meet The Team

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.

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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.  

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