MacMillan Keeping Wealth Management
Since 2000, Rod has been working closely with his clients to deliver sound performance produced by a thoughtful investment philosophy, a competitive fee structure and personalized service.
Rod’s specialization is those clients nearing and in retirement with extensive experience working with widows, widowers and those planning a retirement for one. These clients often require thoughtful retirement and estate planning tailored to their needs and tax circumstances. In addition to detailed planning, Rod provides for his clients complete wealth management solutions by managing conservative growth and income portfolios.
In addition to regular personal contact, each month Rod writes a Letter to Clients (see link at top right of this page) to keep them informed of the investment and economic environment. He frequently speaks on behalf of TD Wealth Private Investment Advice on various investment, economic and wealth management topics.
A Spectrum of Professionals
Rod works in concert with a team of specialists within TD Bank Group who specialize in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies. He also works with the client's other professionals outside of TD, as required.
A Commitment to Education
Rod graduated, with distinction, from the University of Victoria with a Bachelor of Commerce degree. He holds two prestigious designations available to Canadian Investment Advisors. They are the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM). The FCSI designation recognizes individuals who bring a rare combination of education, ethical training and experience to their firm and their clients’ businesses.
The Certified International Wealth Manager (CIWM) is comprehensive program to serve the unique needs of affluent Canadians through; Advanced Investment Strategies, Advanced Retirement Management Strategies, and Advanced Estate Planning and Trust Strategies.
Toll Free: (888) 356-6177
Fax: (250) 356-4166
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.