Print
Colosimo Financial's dedicated professionals continue to help our clients realize their dreams and to practice Jim's standards of excellence. We are particularly proud of our team approach. At Colosimo Financial, you are a client of the entire firm, not just one advisor. This approach allows us to deliver excellent service and advice to our clients and give them access to the full range of talent offered by our four-member team.
Mark Colosimo, CFP, CLU, CH.F.C., and Paul Dunmore, CFP, Investment Advisors, employ their many years of experience to provide sound and capable investment and retirement planning advice.
Giselle Brailean and Cathy Britt form the administrative group. They provide superb support and technical skills, managing all facets of client and administrative service.
Mark Colosimo is from Thunder Bay, Ontario and accepted a position with the Bank of Nova Scotia as Assistant Manager of Operations in Dauphin, Manitoba after graduating from Lakehead University in 1985. In 1990, he moved back to Thunder Bay to join his father Jim in the financial planning business. After obtaining his Chartered Life Underwriter's designation in 1997 and his Certified Financial Planner's designation in 1999, Mark went on to attain his Chartered Financial Consultant's designation.
Mark has been actively involved with St. Joseph's Foundation in various capacities for many years and has served on many industry advisory boards. He is also a past president of the Canadian Association of Insurance and Financial Advisors, Thunder Bay Community Lottery, and Junior Achievement of Thunder Bay. Mark is the proud parent of Andrew and Olivia and in his leisure time, Mark enjoys travel and playing golf.
After graduating from Fanshawe College in 1998 with a diploma in Financial Services, Paul accepted a position with a small financial planning firm in Guelph, Ontario as an Account Representative. In 2000, he joined Great West Life as Regional Life Insurance Manager for Northern Ontario. Paul then relocated to Thunder Bay and joined Colosimo Financial as an Account Representative in 2004. Most of Paul's leisure time is spent outdoors with his wife Angie and his son Jeremy.
Giselle joined Colosimo Financial in a client service role in 1997 bringing with her six years of experience in accounting and administration. She obtained her Mutual Fund license in 1996 and her Life Insurance license in 2002 and is currently working toward obtaining her Certified Financial Planner's (CFP) designation. In her spare time, Giselle enjoys playing ice hockey and reading.
Please contact me to learn more about financial security planning and how I can help you realize your dreams.
Canaccord Wealth Management is a division of Canaccord Genuity Corp., Member-Canadian Investor Protection Fund.
© 2012 Canaccord Genuity Corp. Privacy Policy | Legal Disclaimer
The information on this web site is intended for use by persons resident and located in British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario. The Insurance information is intended for use by persons resident and located in Ontario only.
Copyright © 2012 Colosimo Financial . All rights reserved.
