Colleen has almost two decades of experience; having previously worked with a major Canadian bank prior to joining Raymond James. She studied business management in university and has obtained the prestigious CIM designation through the Canadian Securities Institute. Colleen is a team member for Financial Advisors Mark Potter & Barbara Dale.
Colleen works closely with our clients to ensure they receive the highest level of service. Away from the office, Colleen enjoys spending time with her husband and two sons, and also enjoys sports, travel and hiking.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.