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

About Us

Ryan Colwell, BA, CFP®, RHU, EPC, CFDS, RIAC

Financial Advisor

Ryan fell into this business by accident in 1997 and has never looked back. His primary goal is to empower his clients to proactively reach their financial independence and dreams. As a Certified Financial Planner, Ryan understands the value of communication and being accessible to his clients. Ryan takes pride in following through with an individual’s financial plan and genuinely cares about any lifestyle changes that affect that plan.

Ryan is a proud member of the Responsible Investment Association and leads, through example, a green and conscientious lifestyle. Ryan stays active in the community through his involvement in the Business to Community (B2C) networking group and sponsorship of local environmental groups and sports teams Ryan provides financial services to the Georgetown and Halton Hills communities as well as Toronto, Hamilton, Milton, Oakville, Richmond Hill, and Markham.

Interesting Article: "Ryan Colwell, an advisor in Georgetown, Ont., thought he was headed for a career in the arts when he took a job at a financial advisory practice out of necessity. Now, he serves a roster of clients and specializes in SRI funds.” Click here to read full article.

Insurance products available through Ryan Colwell Insurance.


Darlene Colwell

Darlene Colwell

Assistant (Unlicensed)

Darlene made a mid-life career change from graphic design to join Ryan when he opened his new Georgetown office. Darlene is responsible for client experience and relationship management and strives to provide a happy client service experience.

Darlene is always happy to help with your questions, inquiries, or to book an appointment. Darlene can be reached at darlene@ccplanning.ca or ext. 761.

Melissa Ali

Melissa Ali

Assistant (Unlicensed)

Melissa is our Branch Administrator covering account administration and trade processing. This frees Darlene up to focus on marketing, business development and client experience/relationship management.

Melissa and her young family are new to Georgetown and live just a short walk from the office. Perfect life work balance if I do say so myself!

Melissa can be reached at Hello@ccplanning.ca or ext. 763.

Shiloh

Shiloh

Office Dog (Licensed Dog, Halton Hills)

Shiloh joined our team in late November of 2015. She is a rescue dog from Bancroft Ontario so coming to Georgetown was a big adjustment for her. Shiloh can often be found at our office greeting clients and has been known to sneak into meetings if clients want her there.

As much as we love Shiloh we completely understand if you prefer she not be present in the office when you are coming in for a meeting or dropping by – let us know!




Within Our Community

  • FIRST Robotics Team 4976! Over the past number of years we had the opportunity to sponsor our local high school robotic team as they compete in First Robotics Canada competitions across Ontario. First Robotics is a “smart” sport that connects high school students with local community mentors to teach them engineering, programming, design, and business skills needed to build a competition ready robot in a 6 week time period. Now that our oldest is off to university for engineering we look forward to watching our youngest son enjoy this amazing program.
  • Halton Hill Minor Baseball Association It may come as a surprise to some who don’t know, but Darlene is a bit of a baseball fan. Our hometown baseball league suffered from low team numbers with more kids choosing soccer and other summer activities over baseball. That all changed after a certain bat flip during the 2015 post season and the number of kids signing up for baseball soared to record numbers. We look forward to sponsoring another fantastic season in 2020.
  • B2C Business to Community The Georgetown Halton Hills B2C Referral Partners is a group of business owners and professionals in Georgetown who exchange hundreds of dollars’ worth of business between its members each week. Our group has a unique local community focus providing opportunities for the top businesses in Georgetown, Milton, Acton, Erin, Brampton and Halton to exchange leads and build each other’s businesses
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