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Scott Keeping

Portfolio ManagerInvestment Advisor

  • B.Comm.
  • CFP®
  • CIWM

"Working together to help you achieve what truly matters to you"

For over 15 years, I have provided comprehensive wealth management advice to high net worth individuals, trusts, corporations and estates.  I focus on matching clients’ financial goals and objectives to appropriate investments by utilizing dynamic asset allocation and risk management techniques.

I have experience in all market and economic conditions and use the resources of key industry analysts, economists and research professionals to accurately position client portfolios.

I hold three advanced designations – Fellow of the Canadian Securities Institute (FCSI), Certified International Wealth Manager (CIWM) and the Chartered Investment Manager (CIM®).

As a new client of mine you will receive:

  • A detailed discussion on the strategies, solutions and risks based on the wealth stage you are currently in, be it: wealth accumulation, wealth preservation or wealth transition.  This comprehensive approach allows me to both educate you and gather the information I need to develop your personalized wealth and investment plans.
  • A personalized investment strategy and portfolio based on your unique financial and wealth goals and objectives, to help you meet your financial needs.
  • A disciplined and consistent portfolio management process based on proven results, to help provide you with financial peace of mind.
  • A high level of proactive regular communication and service, to help ensure your wealth strategy and investment plans are always in line with your evolving financial goals and objectives.
  • Access to a team of experienced and trusted TD Wealth Professionals consisting of: portfolio managers, estate and trust planners, and private bankers, to provide you with the all-encompassing advice you deserve.
  • Access to the finest tools and resources of TD Bank Group, one of North America’s Premier Financial Institutions, which helps me provide you the wealth, investment advice, direction and information you deserve in todays complex and ever changing financial world we live in.

To provide my high level service commitment I focus on collaborating and building relationships with clients that own more than $500,000 in investable assets.



ADDITIONAL CONTACT

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

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.

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

Market Commentary

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Spring 2016 Return on Investment Newsletter

Summer 2016 Return on Investment Newsletter

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Monthly Perspectives June 2018

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