Keith McLaughlin
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Keith has 27 years of experience in the investment industry, where he has worked as a financial analyst, advisor, and investment counselor for both boutique firms and major banks. He is focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.
As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, he provides a high level of personalized service for his clients. He works with a talented group of TD specialists and has complete access to their expertise and the resources at TD Bank Group.
Keith's role is to create a fully integrated and comprehensive plan for his clients, by ensuring that the appropriate TD specialists are brought in when required, to apply their knowledge to complex situations. This can range from investment management, to estate planning, and to credit and insurance needs. This collaboration is crucial to his clients' evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
Keith is a graduate of Haverford College (U.S.) and holds Masters Degrees from the University of Toronto and the University of Texas in Austin. He is a Chartered Financial Analyst (CFA®) charterholder and a member of the Toronto CFA Society and the CFA Institute.
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