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Our discovery and wealth management approach is driven by what matters most to 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.
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.
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.
Toll Free: 1(888) 356-6177
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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