Keith Henderson, Investment Advisor,Surrey, BC

Phone

Office

Office Location

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

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Keith is an Associate Portfolio Manager with The Charter Group at TD Wealth Private Investment Advice, joining the team in 2025. He brings more than 20 years of experience in banking and wealth management, including over a decade in senior wealth advisory roles. His career path from Business Banker and Branch Manager to Financial Planner and now Senior Investment Advisor has given him a broad perspective on the financial needs of high-net-worth families and business owners.

Having earned the Certified Financial Planner (CFP®) designation in 2009, Keith also holds the Chartered Investment Manager (CIM®) designation and a Bachelor of Business Administration (BBA) from the British Columbia Institute of Technology. His focus today is on delivering discretionary portfolio management and integrated wealth strategies as part of The Charter Group’s in-house investment team.

Keith helps extend The Charter Group’s tradition of bringing institutional-level investment management and financial planning to clients in the Fraser Valley.

Designations

CFP®, CIM®, BBA

Certificates

CFP®

BBA

CIM®

Languages

English

Welcome To My Website!

View Audio Transcript

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.

Let's Connect

Welcome to The Charter Group

Welcome To My Website!

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

Our Services

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

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.