Keith Thomson Philanthropy in Toronto

My approach

For most of us wealth has no single definition. Wealth is not solely important in the financial and monetary sense: wealth can mean security, education for our children, comfortable retirement in a warmer climate, or a smooth transition of a house or business to heirs. Or, it could be all of these things. To achieve your definition of wealth, you’ll need to set and plan for realistic goals. Keith Thomson strives to help you reach those goals by simplifying each aspect of your finances, through his wealth management plan, The Family Stewardship Program.

The Family Stewardship Program was developed over more than two decades and is based on Keith’s extensive experience helping families–often several generations–reach financial security. Keith’s program allows you to focus on what matters to you–family, career, and other personal goals–while Keith and his team of knowledgeable professionals handle the rest.

Keith’s approach is different because it looks at your individual situation through your eyes. The eight steps of The Family Stewardship Program are designed to maintain your financial security whatever the state of the economy or the stock market, giving you confidence and financial peace of mind. To do this, Keith and his team work with you by learning your concerns, values, and goals. They will then create a plan customized to your needs that will protect what you’ve worked hard to accomplish.

The Family Stewardship Program

1. Your Personal Vision Session

Through a series of forward-thinking and in-depth questions, we’ll learn about you, your family’s values, dreams, and goals, and your concerns. We will illustrate how The Family Stewardship Program is designed to address your concerns and align your goals with your financial decision-making process.

2. Your Financial Future Road Map

Based on our conversation in your personal vision session, we’ll present you with a customized plan detailing the strategies we recommend for your investment portfolio. The plan outlines your asset mix, sets out your investment goals in clear language, and provides a personal performance benchmark demonstrating how your portfolio can perform in a variety of scenarios. This written investment policy is built for your needs and reflects your values, your short- and long-term goals, your current investment situation, and your risk tolerance.

3. The Tax Reduction Solution

Our team of professional wealth managers works closely with your tax and legal advisors to conduct a thorough review of your current tax situation, often uncovering strategies that may save you and your family thousands of dollars annually.

4. The Process for Protected Tomorrows

We create a strategy to protect what you and your family have built, regardless of your health and longevity. Additionally, we review your current insurance plans to determine if you have sufficient coverage, as well as the right kind of protection.

5. The Education Blueprint

With the cost of education skyrocketing, every parent is concerned. The Education Blueprint is designed to position you to afford the very best education for your children or grandchildren, without the heavy burden of student loans.

6. The Family Legacy Preservation Strategy

We design a plan to ensure that you can enjoy a secure, comfortable retirement according to your lifestyle. In addition, we arrange your estate to protect your assets and offset the impact of taxes, allowing you to pass on meaningful legacies to future generations and/or philanthropy.

7. The Path to Wellness

Every person wants to enjoy their life and the results of their hard work in good health. To help you with this, we have established an exclusive relationship with Cleveland Clinic Canada to provide our clients with access to executive healthcare, including referrals to leading medical experts and facilities around the world.

8. The Progress Planner

As your life progresses and changes, your financial plan will need to adapt to these changes. We will meet with you regularly, based on your needs and preferences, to revisit your plan and attend to any adjustments that need to be made to keep you in line with your goals.