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: June 7, 2021
The goal of financial planning is to build enough assets, by the time you retire, that the income earned from investments (including pensions etc.) will provide you with your desired lifestyle, without the need to get out of bed and go to work. Simple, right? All other discussions relate to the...
Posted on: June 7, 2021
It's all part of the process when you are arranging a mortgage for your new home. The bank employee inevitably asks if you would like to purchase mortgage insurance. No one likes to think about their own mortality; however, we all know deep down that stuff happens. People contract terminal...
Posted on: June 7, 2021
Over the past year, economic stresses worldwide have resulted in many employees receiving severance packages and being advised that their services are no longer required. The longer you've been employed with an organization, the higher your severance package will be. With the national job market...
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