Who we are and what we do.



We do financial planning. What can a financial plan do for you?

We can help you:

Colin is an Investment Advisor with Dundee Securities Corporation. He has worked in the financial services industry since 1992, focusing on financial planning since 1995.

He graduated St. Mary’s University with a Bachelor of Commerce, with a major in accounting. Colin is a Certified Management Accountant (CMA) and Certified Financial Planner (CFP®). He has attended national and international conferences on topics of investments, insurance, and financial planning.

With his many years of experience, Colin has the knowledge and perspective to help people truly understand their circumstances and make informed decisions. The one thing do-it-yourselfers find difficult to do well is to achieve the perspective required to make sound decisions. Colin’s team can offer the perspective and, if you need it, access to stocks, bonds, mutual funds, and insurance to put your plan into action.



Shawna Young, CFP®
Shawna is our Branch Manager. She began working with Colin in 1997 at another firm before coming to work for him exclusively in 2005. As Branch Manager, she is in charge of overseeing the operation of the office and compliance with industry regulations.

Shawna also helps with client requests and supports Colin by providing analysis and research on client issues.