SFO was created to support a select few families to manage, retain, protect, and ultimately enjoy the wealth they have created or inherited. In the true spirit of a family office, Synergy Family Office comes alongside their clients to help navigate the sometimes confusing and ever-changing world of financial planning.

 

As SFO only works with a small number of clients, our staff and advisory board can provide 80 to 100 “client-focused” hours of support per year, compared to the advisor with 100+ clients who are spread way too thin and only able to provide 3 to 10 hours of dedicated client service per year     

 

This level of support results in measurable and trackable financial success that can be seen throughout a client’s financial well-being. Synergy Family Office was created out of an absolute conviction to put a client’s needs, hopes, and expectations first.

About SFO

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OUR TEAM

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Colin M Keddy

Founder & President

Synergy Family Office

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Ben Murphy

Senior Advisor

Synergy Family Office

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Jamiie Watson

Executive Assistant 

Synergy Family Office

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Dale Rabbie

Exempt Wealth Management

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Sally Leon

Office Manager

Synergy Family Office  

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Jonathan Heymann

Wychcrest Compliance Services Inc.

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Mark Irwin

Asset Management Davinci Capital Inc.

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Justin Fogarty

Mergers & Acquisition

STS Capital Partners

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Dan Dunlop

Founder & Chief Investigations Officer

Inquisitive Intel

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David O'Neill

National Director

Corporate Connections Canada

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Shawn Mincoff

MNP Accounting

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Chris Pierre

Forensic Investigation Keynorth

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Taneil Currie

Public Relations 

Synergy Family Office

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Alania Spec

Trust Wills & POA's

LMR Lawyers

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Brian Campagnola

Client, Advisory Board

Synergy Family Office