“What struck me most about Chris when we first met was his sincerity and dedication to providing excellent client service at a reasonable fee- and that first impression has been confirmed consistently over the time we have worked together. He takes a personal interest in his clients over and above their investments and ensures that his financial plans are in alignment with their personal goals.
Chris has provided me with detailed financial plans with various scenarios to illustrate the potential financial outcomes and has been generous with his time to revise them as circumstances change. His plans are also designed to be the most tax efficient when it comes time to withdraw funds from registered funds.
I rely on my investment portfolio for my retirement income and I trust that Chris has me safely diversified to preserve my capital and make a realistic return in the process. When I have worried about the potential impact of various “tweets” on the market and other causes of volatility, Chris has taken the time to reiterate the soundness of my investment strategy to keep me on track.
If you are looking for a Portfolio Management firm with highly qualified and experienced investment professionals, who use sophisticated technology, offer a variety of investment strategies tailored to your specific needs, provide regular updates and financial plans, take a sincere interest in helping you achieve your goals, charge reasonable fees, and provide peace of mind for your investments, then Inukshuk Capital has to be on your list to consider.
Chris is the ultimate “Trusted Advisor” and if that is the type of person you too are looking for to manage your investments, I highly recommend him.”
Gloria Gratias, CPA, CA | Toronto, ON
“Chris Keeley has been our Portfolio Manager since 2003. When he left the Bank of Montreal in 2013 to start his own business I almost cried. For three years we worked with 2 other Advisors and while they were good, Chris Keeley they were not. When the day came when he could take us back, we rejoiced.
We can’t say enough good things about Chris. We trust him totally. From the first time we met, he stood out because he asked a broad spectrum of great questions and got thoroughly grounded in all the things that are important to us. While he has stellar credentials and deep expertise, he has an uncanny ability to explain things in a way that is simple and clear. And he explains them as many times as needed when we listen to the ‘noise’ out there and get confused.
One of the things I most appreciate is the holistic approach Chris takes to ensure our personal and business finances are well integrated. Without us asking, he took the initiative to run different income scenarios to calculate the most cost-efficient tax plan which he then reviewed with our business accountant. He is always a step ahead and we have total confidence that we are in the best possible hands with Chris. He is genuinely focused on what is best for us. The icing on the cake is that he is truly one of the nicest people we know.”
Tanja and Ken Parsley | Toronto, ON
“My wife and I have been clients of Chris Keeley and his team for over 15 years. During that time, Chris has always remained in close contact with us. He has done an excellent job managing our portfolio. We’ve been very pleased with the growth of our investments, and also with his diligence in keeping us aligned with our long-term financial plan.
During the years we’ve worked together we have known Chris to be an intelligent, ethical person and we have developed a very close friendship.
I would strongly recommend Chris as a Portfolio Manager and Financial Planner.”
Douglas McCutcheon | Toronto, ON
“I am fortunate to have had Chris Keeley as my portfolio manager for almost 20 years now. I have greatly benefited from his expertise and high level of service.
Chris, along with his team, has provided me with excellent investment counselling and ongoing retirement planning advice. He customized a personal strategy to help me reach my financial goals and frequently meets with me to review the status. I am very happy to be so well positioned moving forward through my retirement years.”
Kathleen Millar | Toronto, ON
“I have been a client of Christopher for about 20 years. During this time Chris has always stressed the importance of planning for the long-term.
He built a roadmap for me which we have followed over the entire period we’ve worked together. I feel the importance he places in the financial planning process is what ultimately helped me achieve the retirement I had hoped for.
Chris is ethical, intelligent and always remains in touch with me. My investments have prospered well while in Chris’ care.
I have been very happy to recommend Chris to my friends.”
Candy Holmes | Toronto, ON
If you would like to learn more about working with our team, please contact us here.