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Working together to help you achieve what truly matters to you
1039 Memorial Avenue 2nd Floor Thunder Bay, ON P7B 4A4Map
1039 Memorial Avenue 2nd Floor, Thunder Bay, ON P7B 4A4
Please share a little about yourself and how I can help.
Please share a little about yourself and the best way I can reach you.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Please provide the information below and you will be contacted soon by a TD Wealth advisor.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Toll Free: 1(888) 566-1333
Branch Office: (807) 346-1300
Branch Fax: (807) 346-1310
Senior Investment Advisor
Mission Statement
I work with you and your family to help grow and preserve your wealth. Together we establish a well-founded comprehensive and customized wealth management plan.
Qualifications
As a holder of the Certified Financial Planner, Chartered Investment Manager and Fellow of the Canadian Securities Institute designations with 19 years of industry experience, I am equipped with the knowledge and expertise to handle your complex wealth management issues. I am passionate about providing excellent customer service, a positive client experience and sound investment advice. I have established myself and my business with a strong focus on ethics and integrity. I believe that it is my duty to educate my clients and put the needs of my clients first.
Personal
I was born and raised in Thunder Bay and both my Honours and Masters Degrees are from Lakehead University. I enjoy baking, reading and gardening. My husband, Steve and I live with our family in the country and enjoy spending time on our small hobby farm.
Please Contact Us
Please call me at 807-346-1314 or email at keely.hartviksen@td.com today to see if you and your family could benefit from my customized approach to wealth management.
Superior Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Senior Investment Advisor
We offer wealth and investment management solutions to a select group of personal and institutional clients.
Our team and TD specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. Our team specializes in working with clients who understand the value of tailored service and advice.
Through a highly integrated and comprehensive wealth management approach, we work to address your primary focus areas:
Andrea has a tremendous wealth of experience in investment management and complex financial planning. She holds a Bachelor of Administration Degree (B. Admin) as well as the Chartered Professional Accountant (CPA), Chartered Accountant (CA), and Certified Financial Planner (CFP®) designations.
Andrea brings professionalism, knowledge and deep insights that come with over 25 years of working with her clients. Andrea has a strong work ethic and is committed to providing trusted financial advice and service to help her clients achieve their financial goals. This commitment will help our new team to continue to strive to provide an exceptionally high level of advice and service.
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we can connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Associate Investment Advisor
Client Service Associate
Investment Strategies
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
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
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.
Education Funding
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.
Charitable Giving
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.
You have questions, we have answers. Let's have a quick chat.
Vice President, Philanthropic Advisory Services
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Estate Planning Advisor
Business Succession Advisor
High Net Worth Planner
Trust Officer
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