About Holistic Wealth

Our Team

Len Colman, BA, CFP, CLU

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Senior Investment Advisor, Manulife Securities Incorporated and Insurance Representative, Manulife Securities Insurance Agency

Insurance Representative, Manulife Securities Insurance Agency Len has been in the financial services industry for more than 20 years. He works with clients on all aspects of their financial planning, investment and insurance needs. Len graduated from the University of Toronto, Victoria College with a Bachelor of Arts and went on to become a Certified Financial Planner (CFP) in 1999. The CFP designation identifies individuals who are dedicated to the highest level of professionalism in providing financial planning advice. Len attained the Chartered Life Underwriter (CLU) designation in 2004. This is a designation for professionals who specialize in advanced insurance and estate planning solutions. Prior to moving to British Columbia, Len ran a successful financial planning practice in Ontario from 1996-2006 and was a Branch Manager before selling the practice and initially moving to the White Rock / South Surrey area. Len has worked for two major North American mutual fund companies. He held roles as Vice President and Regional Marketing Director with Putnam Investments and as a Regional Vice President with Invesco Trimark.

Len-Colman-Summerland

Len is a member of Advocis (The Financial Advisors Association of Canada), a professional members association for financial advisors. Over the years, Len has worked to advance the professionalism of the industry by serving various board including:

  • Advocis – The Financial Advisors Association of Canada
  • National Board Member – Finance Committee, Chapter Advisory Council, Board Liaison, Governance Task
    Force,
    Chair Audit Committee, Chair of Hearing Panel
  • Canadian Association of Financial Planners
  • National Board Member, Co-Chair Membership
  • Ontario Association – Board Member
  • Central Ontario Chapter – Past President, President, Professional Development Director

Len lives in the Okanagan and regularly travels to the lower mainland to meet with clients. In his spare time, he enjoys planning tennis, squash, curling, fishing, biking, gardening, and skiing. Len likes to give back to the community and volunteer. In the past, Len served as President of the White Rock Tennis Club.

Len Colman was named a Five Star Wealth Manager for 2011.

Showcased in Business In Vancouver and Vancouver Magazine, the annual selection is administered by an independent third party, QMI Research, who surveyed one in four high-net-worth households and 1,000 financial services professionals within the Vancouver area.

Less than seven percent of all wealth managers in Vancouver after evaluating them on nine criteria have been recognized on: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction.

Diana-Petkau

Diana Petkau

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Administrative Assistant, Manulife Securities Incorporated
Administrative Assistant, Manulife Securities Insurance Agency

Diana has been in the financial services industry for more than 25 years. She takes great pride in delivering personal and exceptional client service. Diana has lived in the Okanagan for over 20 years and is very active in volunteering within the community. She loves spending time with her grandchildren and is a huge fan of NASCAR and hockey.

If you have any questions or would like to make an appointment to meet with Len Colman, please give her a call and she will be happy to assist you.