|
 Colleen provides her clients with investment advice that they can trust while guiding them toward their retirement goals. Additionally, Colleen is able to help clients understand the financial implications of the various lifestyle issues, opportunities and concerns they may face as they plan for the future.
As a Certified Divorce Financial Analyst (CDFA) and Financial Divorce Specialist (FDS), Colleen’s role is to explore the probable consequences of various courses of action and settlement options relating to separation and divorce. Colleen offers financial guidance based on information provided by the client and their legal professional, assisting clients in equitably surviving a divorce or separation.
Like many members of the global community, Colleen has ethical, social and environmental concerns about the products she consumes - including her investment choices. Clients who are interested in pursuing a socially responsible investment portfolio may use Colleen’s guidance to help apply their personal beliefs and values to the investment decisions they make.
|
