Keith has been married to his wonderful and supportive wife Lynn for over 40 incredible years. They have two talented, compassionate, and beautiful daughters Erin and Beth.
Keith & Lynn are lifelong Vancouver Islanders who love living in the paradise of Qualicum Beach.
Keith is a University of Victoria alumnus and an experienced veteran of the financial and business world; a Chartered Accountant, a Fellow of the Canadian Securities Institute (FCSI), a Certified Professional Consultant on Aging (CPCA), Senior Investment and Wealth Advisor with BMO Nesbitt Burns.
Keith enjoys hearing all of the stories his clients share about their lives, dreams, hopes and fears. He enjoys helping them realize their dreams and giving them confidence and peace of mind.
Keith has had the privilege of being associated with BMO Nesbitt Burns for more than twenty years. He truly enjoys the entrepreneurial, supportive, and fun culture of this firm.
Keith's other loves are golf, curling and fishing. He can spend lots of time over the bar-b-que, cooking and spending time with family at home, or travelling to interesting places. He enjoys music of many types and dabbles at the guitar. He also enjoys community service. He has been a Rotarian for over 20 years, a board member of the local Chamber of Commerce for seven, and served on many other community boards. He also really enjoys most sports - favourite being hockey; and is a passionate Canucks fan.
What’s your story?
Greer is grateful for the opportunity to serve her community as part of the Anderson Wealth Advisory team. She earned her B.Comm. in International Business from UVIC in 1998 and her MBA in Management Information Systems from Simon Fraser University in 2000. She has been immersed in the financial services sector in some capacity most of her life; having spent the last 22 yrs with BMO Nesbitt Burns/Private Wealth. She is passionate about helping people navigate the global capital markets to realize sustainable solutions that reflect their unique circumstances and provide confidence and peace of mind.
Related passions include her family, husband Brian an energy solutions specialist, and teenage boys Aedan & Zach, in all of their endeavours. Greer helped found a local Montessori program and remains active in support of immersion programs in her community, an extension of her commitment to her family and cultural heritage. Greer is also an avid yogi; always grateful for the humility, discipline, and perspective the practice brings to her relationships and pursuits.
As a client service associate, Ritah provides dedicated support to the Wealth Advisors by executing team strategy for investment solutions, client engagement and business development.
She specializes in providing a high level of client service and attention to detail, she is committed to delivering a legendary client experience with courtesy, discretion, and professionalism.
Ritah has worked in the financial Industry for over 15 years, she received a Bachelor of computer science degree in 2010 and a post graduate diploma in financial management in 2012. She is currently working on getting her Insurance Advisory licence and financial planning designation.
Outside of work, Ritah enjoys the outdoors with her husband Ryan and three young daughters, Ivy, Mila and Ellie.
Anderson Wealth Advisory Group