In every aspect Keith has exceeded our expectations as our professional financial partner. He has produced results that have far surpassed our plan, and has brought order and certainty to our financial future. He has done this with integrity and trust but, most importantly, he has taken a personal interest in us as individuals.” —Alan Torrie, former President & CEO, Morneau Shepell
Keith Thomson is a co-founder and Managing Director of CI Private Wealth, a division of CI Private Counsel LP, which is a partnership that specializes in handling the affairs of high net worth families.
Keith Thomson began his career in 1985 as a financial advisor with McLeod Young Weir. As a Managing Director and co-founder of CI Private Wealth he works closely with a limited number of high net worth Canadians, often advising multiple generations of the same family. He is a licensed Chartered Investment Manager (CIM®) and holds the Master Financial Adviser in Philanthropy (MFA-P™) designation. Keith has had numerous articles featured in such publications as The Globe and Mail, National Post, and CPA Magazine. He has served on the boards of Seva Canada whose mission is to restore sight and prevent blindness in the developing world, and for over five years, was Chair of The African Medical and Research Foundation. He has also volunteered for the boards of The Power Plant Contemporary Art Gallery, The Toronto Foundation, and the Canadian Association of Gift Planners. Combining his specialties of legacy planning and wealth management, he authored the book, “What Was Your Great Grandmother’s Name? 50 Thoughts On How Canadian Philanthropy Can Transform You, Your Family And Your Community”. Since 1991, Keith has funded his family foundation which supports initiatives in Canada and around the world. Every year, and at a minimum, 10% of all personal income is donated to a wide range of charitable organizations. To learn more about his philanthropic initiatives please visit www.PhilanthropyMatters.ca. Keith, his wife Tanja, their daughter Kiera, and dog Haggis, reside in the Beach neighbourhood of Toronto.
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