Colin Herrick

Colin Herrick

BA, FMA, CFP®
Senior Wealth Advisor
Assante Financial Management Ltd.

Over the last decade, Colin has been committed to helping families achieve their goals and plan for the future. Experiences working for a major mutual fund company, a major trust company and now as a wealth advisor have given him a detailed insight into all of the aspects of your family’s financial picture. Colin uses this knowledge and experience to make sure that no part of your family’s financial plan is missed, and this comprehensive attention to detail leads to much more successful results.

Colin has a BA from UBC, is Mutual Funds and Life Insurance licensed in BC, and is a holder of the FMA and CFP designations.

IIROC IIROC Advisor Report Canadian Investor Protection Fund Mutual Fund Dealers

Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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