Mutual Funds Investment Specialist, Credential Asset Management Inc.
Pender Branch, Vancouver
"Long-lasting client relationships begin with trust. Once that is established, it’s critical to continue to work on maintaining and strengthening the relationship to ultimately help my clients thrive and succeed.”
As a Financial Advisor, Colin takes the time to get to know each of his clients in order to fully understand their unique financial situations and needs. The combination of his expertise, experience and personal approach ensures that his clients are provided with a comprehensive plan to help them reach their goals. He particularly enjoys taking care of home ownership needs by finding the perfect mortgage solution as well as finding investment solutions that take into account clients’ personal risk tolerance and goals.
His goal is to build and develop long-lasting relationships with his clients in order to ensure that their needs are met and goals identified over the long-term. Helping clients reach those goals and sharing in their success is his primary motivator and one of his greatest rewards.
Colin is currently working towards his Certified Financial Planner designation, the gold standard of financial planning designations.
Learn more about the value of working with a financial advisor.