885 West Georgia Street
Park Royal Mall
913 Park Royal South
West Vancouver, BC
Royal City Center
125 - 610 6th Street
New Westminster , BC
|BMO Nesbitt Burns has assembled an extended team of industry experts and designated specialists with whom we can partner on your behalf should your needs require it. Backed by this group of accountants, lawyers, insurance professionals, tax and estate specialists, we can provide a comprehensive approach that incorporates your wealth and life management needs, interests and aspirations.
About our Wealth Management Consultant
Wealth Management Consultant
As a member of the Wealth Management Consulting team, Colleen brings together the knowledge and experience of our in-house 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 counselling advice. Colleen holds a Bachelor of Arts from the University of British Columbia. She holds the Canadian Investment Management (CIM) and the CERTIFIED FINANCIAL PLANNER® or CFP® designations. In addition she has passed the Chartered Financial Analyst (CFA) Level 1.