Skip to main content

MacMillan Keeping Wealth Management

"Our discovery and wealth management approach is driven by what matters most to you"

Rod MM TD Team--3.jpg



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.



Wealth Pillar 1.jpgWealth Pillar 2.jpg

ADDITIONAL CONTACT

Toll Free: 1(888) 356-6177
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166

View our brochures online

uncover our approachv2.PNG

Unique Offeringv2.PNG

Meet The Team

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

Do you know someone who would benefit from our services?