Colin Keddy

WORK HISTORY

SKILLS

ABOUT COLIN KEDDY

During the past 22 years in Canada’s financial sector, Colin Keddy established his reputation for developing customized, comprehensive wealth management strategies. His expertise is in measuring the efficient and effective accumulation and distribution of Wealth. Colin effectively integrates third party tax and legal services, insurance and financial planning services to maximize clients’ financial objectives. His innovative use of sophisticated financial planning software analyzes the potential productivity of numerous strategies to deliver a clear, accurate picture of an investor’s current status and financial future. Colin collaborates with the clients and the advisors to maximize all areas of their financial objectives by focusing on support in the integration of the overall financial picture.Colin is widely acknowledged for his collaborative support of client-investors and their advisors: lawyer, accountant, business partner or other consultants. This ensures clarity of the overall financial big picture to optimize the options available. Colin is a Registered Financial Consultant (RFC). He holds multiple licenses for the sophisticated software used globally to develop financial strategies for investors at every level. He is an advisory member of the Canadian Association of Family Enterprise (CAFÉ), which supports the interests of Canadian family-owned and operated businesses. Colin was a director of a national planning firm, until its sale to one of Canada’s major banks. Additionally, he also writes a financial column for a national magazine and has been featured on international radio & television.Colin has a well-established reputation for financial planning throughout Canada’s financial sector. He is recognized for his expertise in developing customized, comprehensive wealth management strategies and was presented the National Financial Planning Award from IDC.