Pullen Wealth Management

As an Associate Advisor, Colin leverages his depth of knowledge of the financial
planning profession to provide comprehensive wealth management advice and
service to clients and their families. As a member of the Pullen Wealth
Management (PWM) team, Colin supports Jak and works closely with the rest of
the PWM team, accountants, lawyers, and other professionals to provide a
holistic approach to wealth management to every client.
Colin entered the financial services industry directly out of University and has
been working with the PWM team since 2020. He oversees the trading team and
their related responsibilities of portfolio management, securities trading, tax,
and estate needs. Colin works closely with Jak on portfolio development and
ensures that trading decisions are reflected in clients' accounts prudently and
with consideration to tax efficiency and client circumstance.
As a certified Financial Planner (CFP®), Colin has an extensive grasp of
financial planning opportunities available to Canadians, which is compounded
by his experience helping individual clients manage their own unique
circumstances. This understanding feeds both ways, as his real-world
experience helped Colin earn the highest mark in Canada for his writing of the
QAFP® exam in 2022. He then went on to obtain the top score in Canada once
again on his writing of the CFP® exam in 2024, earning him a place on FP
Canada Institute's Presidents' list for excellence.
Originally from a small town in southern Alberta, Colin moved to Edmonton for
school, fell in love with the River Valley, and has lived in the capital city ever
since. In their spare time, Colin and his wife, Kennedy, enjoy spending time
outdoors, connecting with family and friends, and travelling.