Keith Jeremiah joined the Wealth Stewards Administration Team in 2017.
His primary role is to work with our advisors and coordinate with our custodian bank to ensure all regular “Back Office” operational functions are processed and completed efficiently.
These include but are not limited to :New Client Onboarding, Client account cash transactions, Client asset transfers in and quarterly client portfolio reports.
Prior to joining Wealth Stewards, Keith worked for one of the big Canadian banks for over 10 years, first as an Investment Representative and then as a Financial Planning Assistant.
Keith has completed a Bachelor of Arts (BA) in Economics, as well as several investment related courses with the Canadian Securities Institute, including the Professional Financial Planning Course and Canadian Securities course.
What charity or cause is important to you?
Among Keith’s core values are issues relating to global social justice and human rights. He is passionate about advocating and morally supporting causes that will ensure these principles are enjoyed by everyone, no matter where they live.