Having a cadre of ‘young turks’ with high proficiency in finance, data crunching and computers is an important precondition for a successful financial services consulting organization. But so is the wisdom that comes from many years of senior executive knowledge and a wide range of experience—both domestic and international—and a knack for clearly communicating ideas, both verbally and in written form. It is these talents that Keith brought to Investor Economics in 2006 from The Taddingstone Consulting Group, where he was Leader of the Wealth Management practice for a decade. Prior to that, Keith held a number of senior executive positions at a major Canadian bank, including Senior Vice President, Private Banking and Trust. His career spans retail banking, wealth management, and corporate and investment banking on three continents.
Keith is part of Investor Economics’ senior management team, adding greater depth to our industry knowledge, especially in the area of high net worth. He has authored articles for publications in Canada, the United States and the United Kingdom; lectured at a number of Canadian universities; and is a frequent speaker at financial services industry conferences. Keith was educated at Carleton University and the University of Toronto. He is a Fellow of the Institute of Canadian Bankers. In addition to his professional responsibilities, Keith sits on the Investment Committee of the Centre for Addiction and Mental Health, and is a member of the President’s Advisory Council of Carleton University and a past Director of the Canadian Opera Company. Keith is the only Investor Economics employee to have been locked up in Afghanistan!
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