Kiera and I hang’n out at Point Pelee, the southernmost tip of mainland Canada. (Middle Island is actually the Southernmost point in Canada.)
The point I’m trying to make (yes, there actually is one!) is exactly what I wrote last year, i.e., personal resources (time and money) directed towards experiences as against “stuff” are the keys to both short and long term happiness. This is one of the reasons we feel so good when we are engaged in acts of giving through its many different levels – not just money, but also time, friendship and, most important … love.
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.
Our Special Report, The 10 Critical Questions to Ask Before Hiring a Financial Planner, outlines the questions you need to ask yourself before choosing a financial planner.
These questions will help you entrust your financial planning to the right person for you and your needs.