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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 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


Darlene Colwell

Darlene Colwell

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.

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

Recent Articles

Posted on: May 8, 2023
Investment icon Warren Buffett says there's wisdom in being "fearful when others are greedy and greedy when others are fearful." 1 He first gave this advice in 1986 and has re-iterated it over the past few decades during times of financial uncertainty: 9/11 in 2001, the 2008 mortgage crisis, the...
Posted on: May 8, 2023
The recent tremors in the US banking system (collapse of Silicon Valley Bank - SVB) have caused some Canadians to question how developments in the US might affects their own savings. The key thing to understand is that there are BIG differences between Canadian and US banking systems.
Posted on: May 8, 2023
As people age, maintaining financial independence can become increasingly challenging. However, there are steps that senior can take to help ensure that they can continue to live independently and enjoy their golden years without financial worries. Below, we will discuss some of the ways that...
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