Len Colman Email & Phone Number
Senior Investment Advisor @ Manulife Securities
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Len Colman Location
- Summerland, BC, CA
Len Colman Work
- Senior Investment Advisor @ (November 2012 - Present)
- Investment Advisor and Branch Manager @ (September 2009 - November 2012)
- Regional Vice President @ (April 2008 - March 2009)
- Vice President @ (March 2006 - February 2008)
- Branch Manager and Senior Financial Planning Advisor @ (January 1996 - March 2006)
Len Colman Education
- Canadian Securities Institute
(Management)
2012-2012 - University of Toronto
Bachelor Of Arts
1985-1992
Len Colman Skills
- Financial Planning
- Wealth Management
- Investments
- Retirement Planning
- Strategic Financial Planning
- Mutual Funds
- Returning Phone Calls
- Financial Advisory
- Wealth
- Financial Services
- Personal Finance
- Investment Advisory
- Investment Strategies
- Portfolio Management
- Financial Planners
- Securities
- Asset Allocation
- Equities
- Asset Management
- Retirement
- Estate Planning
- Finance
- Investment Management
- Wealth Management Services
- Alternative Investments
- Bonds
- Fixed Income
- High Net Worth Individuals
- ETFs
- Pensions
- Critical Illness
- Options
- Certified Financial Planner
- Life Insurance
- Disability Insurance
- Personal Financial Planning
- Fixed Annuities
- Relationship Management
- Insurance
- Savings
- Stocks
- Series 7
- Income Protection
- Mortgage Lending
- Wealth Accumulation
- Capital Markets
- Trading
- Financial Markets
- Risk Management
- Retirement Savings
- Income
Len Colman Summary
- Len Colman, based in Summerland, BC, CA, is currently a Senior Investment Advisor at Manulife Securities. Len Colman brings experience from previous roles at Canaccord Genuity Group Inc., Invesco Canada, Putnam Investments and Assante Wealth Management. Len Colman holds a 2012 - 2012 Canadian Securities Institute. With a robust skill set that includes Financial Planning, Wealth Management, Investments, Retirement Planning, Strategic Financial Planning and more. Len Colman has 3 emails and 1 mobile phone numbers on RocketReach.
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