For more than 25 years, Darlene Koller has been known to assist her clients with a personal touch, striving to achieve mutually rewarding partnerships with those who turn to her for advice. She takes the time to learn about them, their families, and their businesses so she can be effective in sorting through financial matters and to meet their financial goals.
Darlene actively pursues continuous learning and professional development courses to ensure she is current with new financial instruments and opportunities so as to ensure the best possible financial planning strategies are being used for her clients.
Darlene has lived in the Fraser Valley for most of her life, where she has raised her family, all of whom enjoy the lifestyle and people who are part of the community.
Education:
- Certified Financial Planner Designation
- Associate certificate in Financial Planning and Financial Management through BCIT
- Chartered Investment Manager through the Canadian Securities Institute
- Strategic Wealth Transfer Course through the Canadian Securities Institute
- Level I & Level II Insurance certified
Community Involvement:
- Chilliwack Mt. Cheam Rotary
- Chilliwack Hospital Foundation
