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: July 12, 2021
The latest Federal Budget included an administrative rule change1 that allows CRA to automatically send you notices electronically without your prior permission or registration. The risk, as noted in the recent case of a B.C. taxpayer, is this may lead to penalties for TFSA over contributions. It...
Posted on: July 12, 2021
Recessions, stock-market declines, housing market bubbles, joblessness and, most recently, a global pandemic have created a series of challenges for people trying to start, grow or maintain a retirement savings plan. Given this rollercoaster, it's natural to wonder if you're doing all you can to...
Posted on: July 12, 2021
When Margaret and James married in 2005, it was a second marriage for both of them. They had no children, so when they did their financial planning, their wills were clear that 100% of their estates would go to the other. Believing this was sufficient protection, they built a life and continued to...
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