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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 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.
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 firstname.lastname@example.org.
Toll Free: 1(888) 566-1333
Fax: (807) 346-1310
Branch Office: (807) 346-1300
Branch Fax: (807) 346-1310
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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