Estate Planning Specialist
Colin is a valuable member of our team helping to create, preserve and increase your wealth by incorporating insurance into your comprehensive financial plan. Specializing in estate planning, Colin is able to provide innovative and tax efficient solutions to various wealth management issues. Additionally, he is able to focus on personal and corporate solutions while addressing needs related to estate preservation, excess taxation and farm and business succession planning.
Colin began his career in the insurance industry in 2002 working for a national wealth management firm, focusing on investment management and insurance solutions. He joined RBC in 2011.
Attending the University of Regina's Faculty of Administration, Colin completed his degree in 2002. He has earned his Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. He is also a member of ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.
Colin lives in Saskatoon with his wife and daughter. He is very active in community organizations and volunteers numerous hours throughout the year with a variety of community service groups.