Colleen works with clients and advisors to develop sound wealth management plans. She provides support and direction about complex issues such as retirement and distribution planning, tax planning, business succession, estate and gift planning, transition planning and charitable giving.
Colleen has over 20 years’ experience in the financial services industry. Before joining UBS, she worked for several major investment firms where she provided clients with financial planning and investment counseling advice.
Colleen holds a Bachelor of Arts from the University of British Columbia, the CERTIFIED FINANCIAL PLANNER® designation, Canadian Investment Management (CIM) designations, a Certified Executive Advisor (CEA) and is a Trust and Estate Practitioner (TEP).