We've had excellent, reliable service from Ryan and Darlene all the way along.
61 Main Street S
Unit B, Georgetown, ON L7G 3G2View on Map »
Specializing in responsible investing since 1997. We pride ourselves on building a super friendly, accessible practice while demonstrating sustainability in in all that we do. As a certified financial planning professional, Ryan’s primary goal is to empower his clients to reach their financial independence and dreams. Ryan understands the value of communication and being accessible to his clients. He takes pride in following through with an individual’s financial plan and genuinely cares about any lifestyle changes that affect that plan. Ryan seeks out investments that place a high priority on social and environmental impact and “active engagement” meaning portfolio managers engage with senior level management to improve performance in environmental, social and corporate governance (ESG).
With the growing popularity of responsible investments, it is important to understand the nuanced differences in each investment’s methodology towards RI /Impact investing. Ryan has been studying and providing RI investment solutions for 22 years (long before it was hip). Ryan considers himself an expert in this field.
BA, CFP, RHU, EPC, CFDS, RIAC
Assistant (Unlicensed)
Ryan Colwell is an investment advisor and is also licensed for the sale of insurance products. Ryan is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. The name of the entity being represented should correspond to the business being conducted.
C & C Planning Group is a trade name of Aligned Capital Partners Inc. (ACPI). Investment products are provided by ACPI, and include, but are not limited to, mutual funds, stocks, and bonds. ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.IIROC.ca) and a Member of the Canadian Investor Protection Fund (www.CIPF.ca). Ryan Colwell is registered to provide securities advice and products to residents of Alberta, British Columbia, and Ontario.
The Canadian Investor Protection Fund (CIPF) does not offer protection (within limits) to any non-securities related business conducted by Ryan Colwell. CIPF Coverage is available to IIROC Dealer Members and does not protect insurance and segregated products not held by a Member. A brochure detailing CIPF protection is available upon request.
