Working primarily with high achieving clients in the Saskatoon area, Colleen is exceptionally skilled at creating personalized financial plans that identify client goals, uncover opportunities and challenges, and help ensure a comfortable lifestyle for years to come.
Working closely with Daryl and the rest of the Cooper Schneider Financial team, including the extended team of specialists at Scotia Wealth Management, Colleen is extremely detail-oriented and leaves no stone uncovered. She takes a solution focused approach, offering financial planning that is conservative, reliable and designed for long term success.
Smart, personable and hardworking, Colleen has a Bachelor of Commerce degree from the University of Saskatchewan, where she majored in marketing and finance. She has continued her education through the Canadian Securities Institute, and is known for being truly devoted to her clients, putting their best interests first. As part of her complete wealth management offering, Colleen coordinates between our wealth management specialists and her clients to find insurance solutions, tax efficient strategies, create estate plans and more.
Colleen was born and raised on a farm, and spent nearly two decades working in small business before moving to the world of finance in 2004. She has been married to her husband for many years. Together, they have an adult son and two grandchildren, who they adore. Colleen has always loved to travel internationally, and feels that if she hasn’t been someplace, that’s reason enough to go. She volunteers with several health-based organizations, and has sat on the board at U of S Crown Foundation for over a decade. Type A to the core, Colleen reads voraciously, loves learning, and strives for personal best in everything she does.