Colleen Mahoney
CIM^®

My Background

Colleen is an experienced financial advisor in Winnipeg, Manitoba, with nearly three decades of expertise working almost exclusively with BMO Nesbitt Burns. She prides herself in helping clients with portfolio management, retirement planning, and estate planning, among other things. As a managing partner at Mahoney—Kennedy Private Wealth, she continues to focus exclusively on managing high-net-worth client relationships, ensuring each client receives personalized, comprehensive wealth management services.

Colleen has spent 28 years with BMO Nesbitt Burns, where she takes pride in delivering customized financial solutions that align with each client’s goals. She holds the Chartered Investment Manager (CIM^®) designation, is Life Insurance licensed and works closely with BMO Estate Insurance Advisory Services Inc., and has completed both the Canadian Securities Course and the Professional Financial Planning Course.

A long-time Winnipeg resident, Colleen and her husband Tim enjoy exploring the city’s arts scene and dining at its finest restaurants. They cherish spending time with their dog, Luna. Colleen is passionate about giving back to the community, dedicating her free time to volunteering and supporting local causes.