Welcome to the Keech Turpin Financial Management Team's website
The welcome page of this website is designed as a brief introduction to our Team for those who have been referred to us or have otherwise learned of our services. We are immensely proud that our business is built through referrals and long term inter-generational relationships. We truly appreciate when a client has the trust and confidence to recommend our Team to family, friends and colleagues. We encourage you to either phone or email us for detailed information or to set up an appointment to discuss your unique circumstances.
Helping You Achieve Your Goals
It requires a Team of professionals to properly manage wealth through all phases of life: (1) accumulation, (2) preservation / income generation and (3) inter-generational transfer / philanthropy. Most individuals simply do not have the time, experience, training or inclination to manage this on their own. This is especially true given the pace of change today and the constant "noise" of financial media that is focused more on capturing an audience's attention (sensationalism) and less on providing unbiased information or sound financial advice.
The Keech Turpin Financial Management Team works with affluent families and individuals. We design and implement proven wealth management strategies to help you achieve your financial goals and aspirations. We cut through the clutter and provide you with clear information. We provide personalized investment strategies and utilize a disciplined, comprehensive methodology that helps you focus on your goals and avoid the mistake of making emotional financial decisions (decisions based on fear or greed). We have done this successfully for over 30 years and would greatly appreciate the opportunity to work with you.
A Team Approach
Working as a team is now common in our industry. We have always seen the benefits of a team approach and have one of the longest and most successful partnerships in all of CIBC Wood Gundy. Yet, we are still unique in that the core of our Team is a long-term partnership of senior financial professionals with different backgrounds, ages, interests and areas of expertise. The team approach allows us to do more in-depth planning, analysis, research and to have greater coverage and monitoring of financial and market developments. Working as a team also provides our clients easier accessibility and continuity of advice and service.
Communication
The most important component of communication is listening. Each person is unique and their needs change with time. This is why we continuously review each client's circumstances, financial position, investment objectives, risk tolerance and investment preferences (social, ethical and environmental considerations) to ensure that the wealth management strategies, services and level of communication is right for you. In addition to client meetings, we also encourage discussion by providing regular newsletters and alerts about changes to regulations (tax & estate), the evolution of investment securities, as well as, various investment strategies and opportunities
