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Colleen Mahoney
CIM®

Address

201 Portage Avenue
Unit 1700
Winnipeg, MB R3B3K6

Languages

    English

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.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.