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Financial Planners near Kitimat Mission BC (2 Result(s))
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
Coleen, born and raised in Terrace, BC., found her passion in helping solve financial problems for people early in life. She has achieved the CFP, CHS, RRC, EPC, and CLU designations, and recently celebrated 20 years with IG Wealth. Coleen received the prestigious Pillar Award in each of her first four years when she started with IG Wealth as a Consultant, and went on to earn the Ted O'Peterson (TOP) Award - which recognizes the top Division Directors in Canada - in 2010 during her 13-year tenure as a Director, a role where she helped develop new consultants to success. Today, her team consists of herself, her husband Todd Taylor (CFP), and their hardworking Assistant Kate-Lynn. They are on track to achieving their third year of qualifications in Private Wealth Management, and are enjoying working from their newly purchased and renovated office building location. Coleen and Todd have three grown children and are enjoying being empty nesters.
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