Keith Henderson, Investment Advisor,Surrey, BC

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Office Location

15388 24th Avenue Suite 208 Surrey, BC V4A 2J2. map

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As a Senior Investment Advisor with TD Wealth Private Investment Advice, I do more than manage portfolios—I provide the structure, discipline, and strategy needed to help clients take control of their financial future with confidence. With over 20 years of experience, I've worked to build a reputation for delivering clear, results-driven investment strategies that balance growth, protection, and long-term financial security.

A Defined, Disciplined Investment Process

I believe that success in investing is not about chasing trends—it’s about a structured, well-defined approach rooted in expertise and discipline. My investment philosophy focuses on:

Model portfolios comprised of equities, ETFs, and Funds – Thoughtfully selected to align with your financial objectives and risk tolerance.
Portfolio Structure & Asset Allocation – Built to maximize opportunity while mitigating unnecessary risk.
Disciplined Investment Management – A clear, strategic process that ensures consistency in decision-making.
Ongoing Guidance & Monitoring – Regular assessments and adjustments to keep your portfolio aligned with your goals.

A Collaborative, Comprehensive Approach

My team and I take the time to fully understand each client’s goals, financial path, and personal priorities. We believe that true financial success requires a holistic approach, which is why we collaborate with a skilled team of tax accountants, estate and high-net-worth specialists, business succession planners, and an extensive network of TD specialists. Every strategy we create is tailored to the individual, integrating all aspects of wealth management into one seamless, cohesive plan that evolves with our clients’ needs.

A Trusted Ally in Your Financial Success

I believe in building strong, long-term relationships based on transparency, trust, and proactive communication. Whether you are navigating market fluctuations, planning for a major life transition, or seeking to strengthen your financial foundation, I am always available to provide guidance, answer questions, and help you make informed decisions. My approach aims to ensure that clients feel confident and supported every step of the way.

Experience & Expertise

With a Chartered Investment Manager (CIM^®), a Certified Financial Planner (CFP^®) designation, a Bachelor of Business Administration (BBA), and years of experience in wealth management, I bring a deep understanding of financial markets, risk management, and sophisticated investment strategies. My background as a former Branch Manager and Business Banker provides me with a well-rounded perspective on complex financial needs, allowing me to create strategies that are both comprehensive and actionable.

Certificates

CFP®

BBA

CIM®

Languages

English

Welcome To My Website!

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Thank you for visiting my website.

Click the play button to learn more about me and I can help you achieve your financial goals.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

In collaboration with TD specialists, we offer a full range of wealth management solutions tailored to your unique financial goals:

✔ Strategic Financial Planning – A personalized, long-term roadmap for wealth accumulation and preservation.

✔ Investment Management – Customized portfolios focusing on equities, ETFs, and funds with a disciplined, structured process.

✔ Legacy & Estate Planning – Thoughtful strategies to protect and pass on wealth according to your wishes.

✔ Risk Management & Protection – Proactive solutions to safeguard your assets and financial well-being.

My goal is simple: to provide clients with the clarity, structure, and expertise needed to navigate financial markets with confidence and achieve lasting success.

I’m always here to provide guidance and answer your questions—whenever you need me. Let’s start the conversation.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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