1484 Water Street, 3rd Floor
Tel: (604) 443-1579
Fax (604) 443-1515
As a member of the Wealth Management Consulting team, Colleen brings together the knowledge and experience of our inhouse tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. She provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Colleen has over 17 years experience in the financial services industry. Before joining BMO Nesbitt Burns, she worked for several major investment firms where she provided clients with financial planning and investment counseling advice.
Colleen holds a Bachelor of Arts from the University of British Columbia and the CERTIFIED FINANCIAL PLANNER® or CFP® designation and Canadian Investment Management (CIM) designations. In addition she has passed the Chartered Financial Analyst (CFA) Level 1.