Colleen Mahoney
CIM^®

My Background

Colleen has worked almost exclusively with BMO Nesbitt Burns for 24 years. Colleen is a managing partner at Mahoney — Kennedy Private Wealth continuing to exclusively manage client relationships. Colleen takes great pride in her role and provides careful attention to individual client needs including portfolio management, retirement and estate planning. In addition to the Canadian Securities Course and the Professional Financial Planning Course, Colleen is also a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc. Colleen also holds the Chartered Investment Management Designation (CIM^®). Colleen and her husband Tim live in Winnipeg and after hours can be found at home with their two pugs or out and about enjoying the arts, exploring many of Winnipeg’s fine dining options or travelling with the company of family & close friends.