Keith Thomson, CFP, MFA-P

Managing Director, CI Private Wealth

About Keith Thomson

Keith Thomson is an internationally recognized financial educator, author, and consultant, specializing in estate and charitable tax planning. Keith has authored the book, “What Was Your Great Grandmother’s Name? Fifty Thoughts On How Canadian Philanthropy Can Transform You, Your Family And Your Community”. His numerous articles have appeared in publications such as The Globe and Mail and CPA Magazine. Hundreds of lawyers, accountants, financial advisors and philanthropic professionals have also benefited from his instruction.

Keith is a Certified Financial Planner (CFP®) and more recently has earned the Master Financial Advisor of Philanthropy (MFA-P)TM designation. Keith’s presentations expand on the strategies he has developed to take full advantage of the tax incentives our government has created to encourage charitable giving. The expertise that Keith offers in his presentations to entrepreneurs, professionals, and retirees have already redirected more than $50 million of their social capital … also known as taxes.

For over five years he was chair of The African Medical and Research Foundation and has also served on the boards of The Power Plant Contemporary Art Gallery, Seva Canada and The Toronto Foundation. Keith and his wife, Tanja, their daughter, Kiera, and their dog, Haggis, reside in the Beach neighbourhood of Toronto.

Typical Clients

My typical clients are high-net worth Canadians between the ages of 55 and 75 living in the Toronto area. They are either entrepreneurs, professionals or optimistic retirees. Philanthropy is a key value which manifests itself in both dollars and hours volunteered. Leaving a legacy is very important to them.