Ask about investments, insurance, retirement, and estate planning.
Investment Advisor Servus Wealth Strategies Credential Securities |
Colleen is a certified financial planner (CFP®) professional who has worked in the financial services industry for 13 years. Her experience in banking, lending, investments and financial planning helps her give members relevant and up-to-date advice.
Colleen enjoys working with a team that truly values its members. She feels everyone should have a financial plan that they understand and that moves them toward their goals. If you don't have a plan yet, Colleen can get you started.
Colleen provides expert advice to our members. Her door is always open.
Contact
Contact Colleen at 825.221.2413
Colleen.Gillam@servus.ca
Meet the team
Kevin Chow
Investment Advisor Associate
780.638.8895