Keith Sjogren Keith Sjögren Senior Consultant and Managing
Director, Consulting
Investor Economics

Keith Sjögren is the Senior Consultant and Managing Director, Consulting at Investor Economics, a leading provider of research and advisory services to the financial services industry in Canada. Keith is responsible for identifying and leading consulting engagements with major financial institutions. He is also actively involved in the development and writing of leading research reports published by Investor Economics.

Prior to joining Investor Economics in 2006, Keith was the Leader of the Wealth Management practice at The Taddingstone Consulting Group. Before joining Taddingstone in 1995, Keith held a number of executive positions at CIBC, including Senior Vice President, Private Banking & Trust, and President, CIBC Securities. His career spans retail banking, wealth management and international banking. He has lived and worked in the United States, Iran, the United Kingdom and Singapore.

Keith was educated at Carleton University and the University of Toronto. He is a Fellow of the Institute of Canadian Bankers and holds the Partners, Directors and Officers qualification of the Canadian Securities Institute.

Keith, a former Director of the Canadian Opera Company, sits on the Investment Committee of the Centre for Addiction and Mental Health Foundation. He is associated with the School of Public Policy and Administration at Carleton University and is the Chair of the Advisory Committee to the Masters Program in Philanthropy and Nonprofit Leadership. Keith is also a member of a special committee of the Portfolio Management Association of Canada that selects an annual winner of an award for excellence in investment journalism.

Keith has lectured on a variety of topics at a number of Canadian universities, including Simon Fraser University, the University of Calgary and the Banff School of Advanced Management. He is a frequent speaker on wealth management at industry conferences and has authored articles which have appeared in publications in Canada, the United States and the United Kingdom.

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