About Holistic Wealth
Len Colman, BA, CFP, CLU
Senior Investment Advisor, Manulife Securities Incorporated
Insurance Representative, Manulife Securities Insurance Agency
Len has been in the financial services industry for more than 25 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 has completed his 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 relocated to the South Okanagan in 2011.
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
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 and Ontario to meet with clients. In his spare time, he enjoys playing 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 and Treasurer of the Summerland Chamber of Commerce.
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.
Administrative Assistant, Manulife Securities Incorporated
Administrative Assistant, Manulife Securities Insurance Agency
Nicole McCullough joined our team late Summer 2021 as our new administrative assistant. Nicole has 5 years experience working in the Financial Industry. Previously she worked at a Credit Union and gained experience in many different positions including three years as an administrator and internal auditor.
Nicole holds an Honors diploma in Fundamentals of Business Administration which she completed in 2016 from Sprott Shaw College.
In her free time Nicole is a certified fitness instructor in the area teaching REFIT multiple times a week. She has a passion for walking, hiking and biking. She has been active in the community volunteering at different events from the Giant’s Head Run 5K to the Grand Fondo water station. She enjoys entering events including The Giant’s Head Grind and running free fitness classes during ParticipAction month. Nicole was born and raised in Summerland.
Stocks, bonds, mutual funds and financial planning are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Agency (a licensed life insurance agency and affiliate of Manulife Securities) by Manulife Securities Advisors licensed as life agents. Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a range of protection, estate planning, investment and banking solutions through a multi-channel distribution network. MLI owns Manulife Securities Incorporated, Manulife Securities Investment Services Inc. and Manulife Securities Insurance Inc. MLI also owns Manulife Bank of Canada, a federally chartered Schedule 1 bank, which in turns owns Manulife Trust Company, a federally chartered trust company.