2-836 Island Hwy W
Suite 101, 661 Primrose St
Qualicum Beach, B.C
We have been providing peace of mind for clients regarding financial and family issues since 1999. Click here for more information.
CA, FCSI, Vice President & Senior Wealth Advisor
Keith is married to his extraordinary wife Lynn. They have two talented, compassionate daughters Erin & Beth. Keith and Lynn are lifelong Vancouver Islanders living in the paradise of Qualicum Beach. Keith is a graduate of the University of Victoria. He is a Chartered Accountant, fellow of the Canadian Securities Institute, and a Vice President of BMO Nesbitt Burns. Keith is an avid sportsman who enjoys golf, fishing, and curling. He enjoys music and dabbling at the guitar. He and Lynn enjoy travel and good conversation. He has been a Rotarian for over 20 years and has served on the Boards of several community organizations.
B.Comm, MBA, Associate Wealth Advisor
Greer appreciates serving her community as part of the Anderson Wealth Advisory team. She earned her B.Comm in International Business from the University of Victoria (1997) and her MBA in Management Information Systems from Simor Fraser University (2000). She has been immersed in the financial services industry in some capacity for the better part of 20 years, the last 16 with BMO Nesbitt Burns. She is passionate about helping people navigate the global financial system to help create sustainable solutions that reflect their unique circumstances and provide confidence and peace of mind. An active supporter of the educational experience, Greer currently serves as a board director for CPF BC Yukon Branch, reflecting her cultural heritage (Born in Ottawa), and an extension of her passion and commitment to her amazing family (husband Brian and two boys Aedan & Zachary). During her free time, she may be found teaching or practicing yoga, running, hiking, or helping others better understand and cultivate healthy relationships to resources, financial and otherwise.
Client Service Assistant
Giselle was born is Saskatchewan and moved to Vancouver Island with husband Mike in 1997. They have two children, Joe & Lindsay. She worked with Alberta Labour with Employment Standards and the Labour Relations Board. She joined the Parksville Office of BMO Nesbitt Burns in 1999 and still loves getting up and coming into work every day. Giselle has completed the courses and passed the exam for the CFP® designation. She appreciates the diversity in her team's clients' lives and the fascinating stories and anecdotes they have to share. Giselle also enjoys reading, sewing, cooking and working with teenagers. She and Mike helped to start the Intermediate lacrosse team in Parksville and continued working with the boys and league long after their own child was involved. She has also been a member of the Parksville Quilter's Guild since 1997, where she has produced the newsletter, publicized a show, and been the evening meeting chairperson.