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Meeta Keeley

Portfolio Manager

  • CFP®
  • CIM
  • FCSI®

Working together to help you achieve what truly matters to you

With over 20 years of financial services, business and investment experience, Meeta is actively focused on providing discretionary investment management services to high net worth individuals and families, estates & trusts, and charitable and business organizations. She has experience dealing with complex financial, tax and estate planning issues, including business succession planning and leveraged insurance solutions.

Meeta's primary role is to provide investment counsel to her clients, specifically to develop and implement investment strategies tailored to meet their individual needs. She is responsible for the design and delivery of distinctive investment management solutions and services to private clients, corporations, foundations, estates and trusts.

Her career has been built on years of experience providing counsel to high net worth clients. She began her career with a major chartered bank and then moved to medical investment firm as a Senior Financial Consultant. Meeta joined TD Wealth Private Client Group in 2008.

Meeta is a graduate of the University of Calgary with a Bachelor of Science degree. She also holds the following industry designations: Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Certified Financial Planner (CFP).

ADDITIONAL CONTACT

Toll Free: (877) 311-3645
Branch Office: (403) 503-6512

Meet The Team

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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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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