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As a Wealth Advisor with TD Wealth Private Wealth Management, Keleena works with a team of vastly experienced specialists to provide comprehensive financial solutions to affluent clients. In her role, Keleena works as a professional liaison for clients looking to manage, grow, protect or transition their wealth. She is able to deliver sound advice with respect to her clients ever changing and diverse needs by using a holistic approach.
Keleena's commitment to education has continued since graduating from Saint Mary's University with a Bachelor of Commerce, with her Major in Finance. She has gone on to receive her Members Trust Institute (MTI) designation for an in-depth knowledge of Estate and Trust planning as well as its administration and is currently pursuing her Professional Financial Planning (PFP), designation.
In addition to her career and family, Keleena is a strong member of her community and often volunteers her time with the Ronald McDonald Home for Dinner program. Her other community related endeavors include participating during TD Tree days and with Big Brothers Big Sisters.
Keleena believes that being successful begins with understanding her clients dreams for their futures and then helping them reach their visions of success.
Toll Free: 1(877) 496-6806
Branch Office: (902) 496-6748
Bachelor of Commerce (Major in Finance) at Saint Mary's University
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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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