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Money Talk
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MacMillan Keeping Wealth Management
Our discovery and wealth management approach is driven by what matters most to you
1070 Douglas Street 5th Floor Victoria, BC V8W 2C4Map
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.
ADDITIONAL CONTACT
Toll Free: 1(888) 356-6177
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
View our brochures online
Meet The Team
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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.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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