Colin J. Posch

equipe

Associate Investment Advisor

CIM, CFP

Spoken languages : English

Colin joined Brett and Jeff to form the Creed Capital Management Group in 2010, bringing his experience in the financial industry holding multiple rolls at another financial institution starting in 2007.

 

After, obtaining a diploma in Financial Management from the British Columbia Institute of Technology (BCIT), majoring in Financial Planning. He has gone on to earn his options and derivatives license, LLQP (insurance license, Personal Financial Planner (PFP), Chartered Investment Manager (CIM) and is a Certified Financial Planner (CFP).

 

Colin’s main objective on the team is to provide financial literacy to our next generation clients while assisting with the construction and implementation of our model investment portfolios. He works with our clients and partners to find the most effective alternative financial solutions that may fall outside traditional wealth management offerings.

 

He resides in Vancouver and outside of work is passionate about travelling the globe. He is active in the industry and has been regularly invited to help develop Canadian Securities Institute examinations and competency committees.