Colin Duncanson, BA, CFP, FCSI
Assistant Vice President & Private Wealth Advisor
Coastal Community Private Wealth Group
Colin was 18 years old when he met his first investment advisor. That advisor put together a plan that ended up paying for Colin’s university education, a bachelor’s degree in Economics. After seeing how solid advice could pay off, he knew he wanted to help people in the same way.
Colin has been with Coastal Community for the last 20 years, helping clients achieve that “light bulb moment” when they realize that, with a little help from their financial plan, their dreams have become a reality. He loves to tell his clients, “Yes, you can retire!” As he watches them celebrate the end of their working lives and the beginning of their retirement future, his clients’ high fives and hoots of laughter are all Colin needs to validate the benefits of sticking to a financial plan.
Outside the office, Colin is an avid golfer, enjoys recreational hockey and coaching youth soccer. He also really enjoys a sunny family beach vacation, spending time with his wife and two daughters travelling, beachcombing and adventuring in the great outdoors.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.