For the past 11 years, Colin has been working in the Investment Management Industry in Calgary, Alberta. Colin was born and raised in Calgary, graduating with his Bachelor’s Degree in Financial Planning from Mount Royal University.
 
Colin is always keeping up with the rapidly changing investment industry with continued education. He has completed many Investment industry certifications and courses including the Derivatives Fundamentals, Options Licensing, and Wealth Management Essentials. He also received a certificate in Advanced Investment Advice and is currently working towards his Certified Investment Manager (CIM) Designation. Colin's previous industry experience includes working at BMO Nesbitt Burns for 10 years. He has experience as the Lead Trader of a discretionary portfolio as well as being the primary Investment Advisor to a select group of affluent clients.
 
Outside of the office, Colin enjoys spending time with his wife, Maegan, and his 14 year old son Zeke. They are always busy with outdoor activities, during the winter they can be seen at the hockey arenas around town. During his summer vacation, Colin and his family enjoy spending time at their family cottage on the east coast of New Brunswick.

Meena's strong organizational skills and experience has equipped her to provide thorough and extensive service in all administrative matters in her role on the team such as deposits and withdrawals, transfers, TFSA & RRSP contributions, client information updates, tax information, scheduling appointments and account maintenance.