About Holistic Wealth

Our Team

Len Colman, BA, CFP, CLU

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Senior Investment Advisor, Manulife Wealth Inc.
Insurance Representative, Manulife Wealth Insurance Services Inc.

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-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 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.

Tristan Knoll

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Administrative Assistant, Manulife Wealth Inc.
Administrative Assistant, Manulife Wealth Insurance Services Inc.

We are thrilled to announce that Tristan Knoll has joined the Holistic Wealth and Manulife Securities Incorporated practice as an Administrative Assistant. Born in 100-Mile House, his family moved to Summerland when he was six. Tristan grew up and graduated from Summerland Secondary which is right across the street from our office! He grew up watching a lot of hockey and when he wasn’t studying hard in school, he was playing soccer, basketball, ping pong and other sports with his friends.

After graduating high-school, Tristan went to UBC-Okanagan and graduated with a Bachelor of Arts with a major in Psychology. Shortly after graduation he met his now wife, Elizabeth. The happily married couple have a 18 month old son, Theodore. When Tristan is not studying, working, or playing golf he enjoys spending time with his family. Tristan is currently studying to become licensed to further help the team here at Holistic Wealth to maintain a high level of service. We are very excited to have him on board.

tristan-knoll
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.

Nicole McCullough

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Administrative Assistant, Manulife Wealth Inc.
Administrative Assistant, Manulife Wealth Insurance Services Inc.

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.

Nicole-McCullough

Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services.