Colin is a seasoned investment advisor specializing in crafting tax-efficient retirement plans for farmers and business owners. With over a decade of experience in the financial industry and holding both the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, Colin offers expert guidance to address the unique challenges and goals of his clients.
As one of the co-founders of Trans Canada Wealth Management, Colin has played a pivotal role in shaping the firm’s commitment to personalized financial solutions. Raised on a southern Manitoba farm, Colin’s upbringing provides him with firsthand insight into the complexities of agricultural life and entrepreneurship. This background uniquely positions him to empathize with his clients and offer tailored financial solutions.
Outside of work, Colin enjoys traveling with his wife and two daughters, exploring diverse destinations from South Africa to South America and Asia. These experiences enrich his perspective and inspire his approach to advising clients, ensuring a holistic and forward-thinking approach to retirement planning.