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TORONTO/GTA, ON
2017 – 18


LYNN BENNETT, FCMC, CLC, CTC
Leadership Intelligence Inc.

DE A. COLSON, BA (Econ), MBA, PFP
Senior Vice President
Financial Advisor
Private Client Group
Colson Group – Private Wealth Services
Raymond James Ltd.


LAUREN FINKELSTEIN
Certified Essentrics® Trainer & Nutritionist

GAIL FRIEDLANDER
Images That Suit

SHARON MAHARAJ, Broker, ABR®, SRES®, CRP®, I.R.E.S.
RE/MAX Professional Inc., Brokerage

HEATHER MCGEORGE, JD, LL.M(Tax), CPA CA, CPA(IL), CFP
McGeorge Tax & Estate Law Professional Corporation

MICHELLE WALKER
Michelle Walker Team
RE/MAX Hallmark Realty Group
De A. Colson, BA (Econ), MBA, PFP | Senior Vice President, Financial Advisor, Private Client Group, Colton Group – Private Wealth Services, Raymond James Ltd. | Toronto, Ontario, Canada
  SENIOR VICE PRESIDENT
FINANCIAL ADVISOR
PRIVATE CLIENT GROUP
COLSON GROUP – PRIVATE WEALTH SERVICES
RAYMOND JAMES LTD.


T: 416.777.7016
de.colson@raymondjames.ca
http://www.raymondjames.ca/
colsongroup/

DE A. COLSON, BA (ECON), MBA, PFP



"Helping people live a life well planned."

          "Wealth optimization is both an art and a science. Our focus is on the person, their hopes and desires. It's not up to me to define the client's goals — my job is to get them to their destinations."
          Using a unique approach called Dynamic Wealth Optimization™, De creates a roadmap that sets clients on a path to achieve their life goals while honouring their unique perspectives on wealth. One of the best things about having wealth is that it affords us the freedom to do the things we want to do and live the life we choose to lead.
          "Engaging with people to understand their goals, values, and who in their life is important are the first steps in the collective process of getting them to where they want to be."
         "Our mission is to enhance, protect and sustain a client's wealth. We minimize the threats and maximize the opportunities to ensure the client's wealth management success over time."


Photographer: John Trigiani