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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.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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