Keith Henderson
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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
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Your Goals, Our Priorities
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.
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Achieve what truly matters to you

Your Unique Goals

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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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