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Colin Keddy

Managing Partner - Equitable Financial Group, Managing Partner - Synergy Family Office
Ottawa, Ontario, Canada
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Colin Keddy

Managing Partner - Equitable Financial Group, Managing Partner - Synergy Family Office
Ottawa, Ontario, Canada
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Colin Keddy is a well-respected figure in Canada's financial sector, boasting 22 years of experience and a robust background focused on developing customized wealth management strategies. As co-founder and CEO of Synergy Family Office, he offers innovative solutions that successfully marry third-party tax and legal services, financial planning, and insurance. Recognized for his collaborative approach, Colin has partnered with various specialists, including lawyers, accountants, and consultants, to gain clarity of clients' big-picture objectives, thereby optimizing all available options.

Colin's expertise is evident in his innovative use of advanced financial planning software, which analyzes productivity potential and delivers a clear, accurate financial assessment with a focus on support in the integration of the overall financial picture. He is a Registered Financial Consultant (RFC), and his work at the Canadian Association of Family Enterprise (CAFÉ) has been instrumental in advancing the interests of Canadian family-owned and operated businesses.

Additionally, Colin was presented with the National Financial Planning Award from IDC, a prestigious award that underscores his reputation for excellence in developing comprehensive wealth management strategies. He was formerly Director of Private Wealth Services & Managing Partner at Altaview Financial Group, where he cemented his expertise in financial planning.

This public profile is provided courtesy of Clay. All information found here is in the public domain.