Unit B - 61 Main Street S, Georgetown, ON L7G 3G2View on Map »

Plan with Purpose, Invest with Impact

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.






Ryan Colwell

Ryan Colwell

BA, CFP, RHU, EPC, CFDS, RIAC



Darlene Colwell

Darlene Colwell

Assistant (Unlicensed)



Melissa Ali

Melissa Ali

Assistant (Unlicensed)

  • We've had excellent, reliable service from Ryan and Darlene all the way along.

  • I am totally satisfied with Ryan's service. He is always there to help me when I get stressed or need help.

  • Ryan has always been there for me and I can't imagine working with anyone else.

    Jan
  • I think Ryan gives terrific service - friendly, pro-active, knowledgeable.

Recent Articles

Posted on: September 7, 2020
Horatio Alger1 was an American writer of novels about impoverished boys rising from humble backgrounds to middle-class security and comfort through hard work, determination, courage and honesty. His writings were characterized by the "rags-to-riches" narrative, which continues to have a formative...
Posted on: September 7, 2020
Like many young adults, Lindsay took what her parents had to say with a grain of salt when it came to money. A new college graduate with an entry-level job, she was more interested in spending her paycheques than saving them. Saving was for later, she thought. Life was for living. When her father...
Posted on: September 7, 2020
The term 'empty nest' evokes different feelings for everyone. It may have happened way too fast or maybe it took far too long, but with all your children almost grown and out of the house, a new phase of your life is about to begin. As with every stage of your journey, finances will play a key role...
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