Colin specializes in tailoring personalized investment plans for his clients, enabling them to effectively plan for retirement and pass on their wealth. He also provides sound financial management practices, to his client’s heirs.
As a Chartered Investment Manager (CIM®), Colin has been working with high-net-worth investors and their families since 1990. He began his investment career at the World Trade Center in New York City with Dean Witter Reynolds Inc., which later evolved into Midland Walwyn Capital Inc. and was eventually acquired by Merrill Lynch & Co. In 1999, Colin joined the predecessor firm to Echelon Wealth Partners and is now excited to be partnered with National Bank Financial. He holds a Degree in Economics from Carleton University.
Colin and his family are dedicated supporters of numerous charities and foundations, including CHEO, Special Hockey Heroes, and the Rotary Club. In his leisure time, Colin enjoys road and mountain biking, fly fishing, golf, skiing, and travel. He resides in Ottawa with his wife and Golden Retriever, Beau, and has two adult children and three grandchildren.