Investment Philosophy and Process
 Colleen uses a carefully honed process to guide her clients in the creation and growth of personal wealth while allowing them to maintain balance – encouraging them to live, enjoy and dream. Colleen’s investment philosophy is centered on risk management, including protecting one’s family in case of death or disability.
Having noticed her clients’ increasing need for assistance with the difficult financial questions relating to divorce and separation, Colleen completed the ‘Financial Aspects of Divorce’ training provided by the Institute of Divorce Financial Analysts. Colleen is now available to help clients assure a fair division of assets and income during a separation or divorce, working in association with one’s legal representative.
Service Approach
Colleen’s approach to wealth management is long-term and extends to her client connections, which emphasize building relationships for life. She has helped clients implement and maintain customized financial plans that recognize their evolving needs through face to face meetings, regular reviews and ongoing personal advice. Colleen draws on a depth of resources within Scotiabank and ScotiaMcLeod to offer a full range of financial services. Additionally, Colleen is able to work with a client’s existing professional team, including lawyers and accountants, to offer complete, collaborative service.
Trusted Advice
Colleen is committed to each client she works with, and utilizes a wealth of resources through ScotiaMcLeod to provide ongoing advice and personalized solutions that they can trust. She is backed by Senior Associate Carole Girard as well as a phenomenal team of specialists within ScotiaMcLeod, Scotiabank and Scotia Private Client Group. Access to this team of experts allows Colleen to provide her clients with comprehensive financial strategies that address all of their needs and goals.
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