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Kiel is a Portfolio Manager located in Vancouver, British Columbia who provides a comprehensive suite of wealth management services to his clients, including investment, wealth and tax planning strategies. Kiel’s dedication to exceptional client experiences and innovative financial strategies are the foundations of his business. His clients include high net worth families, business owners, professionals and foundations which require a high level of detailed attention.
In leveraging the skills and expertise of TD Specialists, Kiel is able to design, implement and monitor our clients’ wealth management needs on an ongoing basis.
Kiel holds both the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations.
Away from the office, Kiel is very active in his community. In addition to participating in the annual 250 KM Ride to Conquer Cancer, Kiel enjoys running the Vancouver Seawall, spending time with family, and travelling to new destinations with his wife Justine.
Fax: (604) 482-8427
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
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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