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 13, 2021
There are moments in time when significant economic shifts occur that alter the future. One such moment occurred in late August 2019 at the close of the Jackson Hole Economic Symposium. This is an annual and exclusive central banking conference to foster open discussion about important and current...
Posted on: September 13, 2021
Posted on: September 13, 2021
It seemed there was nothing her father couldn't do when Margaret was growing up. He was the most capable person she knew. Widowed by the time he was 55, he lived an independent and full life, never relying on Margaret for anything other than her company.
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