In a complex and fast paced world we take the time to listen to what’s important to you, developing an integrated wealth plan that’s easy to understand and navigates every stage of your life. We understand that wealth can be accumulated in a variety ways and your unique circumstance requires a customized approach.
We can help you avoid making emotional decisions by aiming to instill confidence that you have planned and executed well. Through MacMillan Keeping Wealth Management you will have access to a team of experienced trusted professionals within TD Bank Group consisting of portfolio managers, private and commercial bankers, business succession specialists, estate and trust planners, philanthropic and charitable services as well as outside professionals, such as lawyers and accountants, we will build a team specific to your needs.
The MacMillan Keeping Wealth Management team is committed to the highest professional standards. We are Portfolio Managers who hold the following designations: Fellows of the Canadian Securities Institute (FCSI®) and Certified International Wealth Managers (CIWM) with half a century of combined experience. We pride ourselves on a personalized attentive approach building long term relationships with our clients from one generation to the next.
To learn more about the services of MacMillan Keeping Wealth Management please contact us today.
In order to provide a high level service commitment we focus on clients with more than $1,000,000 of investment assets.
MacMillan Keeping Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.