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“Keith works with four generations of our family. This continuity coupled with our shared values, especially surrounding philanthropic initiatives, gives us much financial peace of mind.”

Bruce Burgetz, former Senior Vice President & CIO

The Loyalty Management Group

Client since 1989

“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

Client Since 2002

“We are extremely satisfied with both the services provided by CI Private Wealth and the performance of our portfolio. We particularly appreciate the attention Keith pays to clarifying our objectives, while setting out a plan to achieve them. We always know what we‘re trying to accomplish and how we are doing.”

Ron Knowles, President

The Knowles Consulting Corporation

Client since 1993

“It was the best thing that I’ve ever done (working with Keith) in terms of my investments.”

Caroline Wight


Client since 2011




    CIM®, MFA-P™

15 York Street, Second Floor,
Toronto, ON M5J 0A3

Phone: (416) 681-7152

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