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. As a financial planner, Keith Thomson strives to help you reach those goals by simplifying each aspect of your finances, through his wealth management plan, Wealth With Wisdom.
Wealth With Wisdom 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 financial planning approach is different because it looks at your individual situation through your eyes. Wealth With Wisdom is designed to maintain your financial security whatever the state of the economy or the stock market, giving you confidence and financial peace of mind. As a Certified Financial Planner based in Toronto, 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.
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We are extremely satisfied with both the services provided by Stonegate and the performance of our portfolio. We particulary 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.Alan Torrie - President & CEO, Morneau Shepell. Client Since 2002.