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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Keech Turpin Garnett Wealth Advisory

  • Welcome
  • Wealth Management Philosophy
  • Our Team
    • Wealth Advisors
    • Client Service Associates
    • Our Business Partners
  • Market insights
  • Community
  • Contact us

Welcome

Address 730 View Street 9th Floor Victoria BC, V8W 1J8
Telephone Number (250) 361-2255
Email Email us
Email Email
Telephone Number Tel

 

 

 

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.

 

Our Team

Bill Keech

Senior Wealth Advisor
Senior Portfolio Manager
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Brad Turpin

Brad Turpin

Senior Wealth Advisor
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Angela Garnett

Angela Garnett

Associate Portfolio Manager
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John Keech

Senior Wealth Advisor
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Ashley Harbar

Ashley Harbar

Client Associate
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Caitlin Roch

Caitlin Roch

Client Associate
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Sonja Morris

Administrative Assistant
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Alex Emery

Alex Emery

Administrative Assistant
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Alec Keech

Administrative Assistant
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Contact us

Address

Keech Turpin Garnett Wealth Advisory Address
730 View Street
9th Floor
Victoria, BC V8W 1J8
Telephone number: (250) 361-2255
Toll-free: 1 (800) 561-5864
Fax: (250) 385-5669
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.