MacMillan Keeping Wealth Management
The MacMillan Keeping Wealth Management's most recent post!
Building Generational Wealth: Meet the MacMillan Keeping Wealth Management Team.
MacMillan Keeping Wealth Management
The MacMillan Keeping Wealth Management team is committed to the highest professional standards. Roderick MacMillan & Scott Keeping are Portfolio Managers and each of them holds the Fellow of the Canadian Securities Institute (FCSI®) and the Certified International Wealth Manager (CIWM) designations. Together, they have 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.
In order to provide a high level service commitment we focus on clients with more than $1,000,000 of investment assets.
In order to provide a high level service commitment we focus on clients with more than $1,000,000 of investment assets.
We see the whole you
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 so that we will build a team specific to your needs. We look forward to also working alongside your other professionals, such as lawyers and accountants to provide you with the best service possible.
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 so that we will build a team specific to your needs. We look forward to also working alongside your other professionals, such as lawyers and accountants to provide you with the best service possible.
Our Clients
We are honoured to serve a diverse group of clients. Below are some segments of clients we serve.
Our discovery and wealth management approach is driven by what matters most to you
We're here to help you achieve your goals and priorities. We'll work together to ensure you receive a wealth plan that you can feel confident in. To learn more about the services of MacMillan Keeping Wealth Management please contact us today.