Welcome to the Keech Turpin Garnett Wealth Advisory Website
The welcome page of this website provides a brief introduction to our Team for those who have been referred to us or have otherwise learned of our services. We are proud that our business has been 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 visitors to this website to either phone or email us for additional information or to set up an appointment to discuss your unique circumstances.
Helping You Achieve Your Financial 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 do not have the time, experience, training, tools, 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 Garnett Wealth Advisory 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 40 years and would greatly appreciate the opportunity to work with you.
An Integrated Team Approach
Working in groups in order to share resources is now common in our industry, but what makes us unique is that our Team is a fully integrated partnership of senior Wealth Advisors and Associates. Established in 1983, some of the faces have changed, but our philosophy and approach remain constant and this has resulted in one of the most enduring and successful partnerships in all of CIBC Wood Gundy.
The word “Team” is not just a description – it is in our DNA.
Our Team members are of different ages, backgrounds and have different interests and areas of expertise. We work together to provide comprehensive wealth management, including, portfolio management, as well as, financial / tax and estate planning. We also work with our internal CIBC partners to provide seamless integrated banking, insurance and trust services. By working as a Team, we are able to simplify your life so that you can focus on living.
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 personal circumstances, financial position, investment objectives, tolerance for volatility 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 and estate), the evolution of investment securities, as well as various investment strategies and opportunities.
For further information or to arrange an appointment, please call our Team line at 250-361-2255, email a member of our Team (see contact information) or use the contact form below.
