Skip to content
twitterfacebooklinkedinenvelope
Coleman Wealth logoColeman Wealth logo
  • Home
  • Meet The Team
    • Meet The Team
    • Wealth Advisors
      • Wealth Advisors
      • Darren Coleman
      • Pedro Ostia-Vega
      • Nik Zabaljac
      • Neil Vyas
    • Financial Planners
      • Financial Planners
      • Ryan Connolly
      • Carolina Altamirano
    • Portfolio Management
      • Portfolio Management
      • Darren Coleman
      • Pedro Ostia-Vega
      • Nik Zabaljac
      • Kristian Borean
    • Client Service
      • Client Service
      • Katie Power
      • Ruby Fernandes
    • Why Work With Us
    • About Raymond James
    • Community Involvement
  • Solutions
    • Solutions
    • Integrated Planning
    • Cross Border Services
    • Portfolio Management
    • Investor Coaching
    • Risk Management
  • Who We Serve
    • Who We Serve
    • Professionals
    • Cross Border Clients
    • Business Owners
    • Pre-Retirees & Retirees
    • Families
  • Knowledge Centre
  • Client Centre
    • Client Centre
    • Videos
    • In the Media
    • Our Investment Process
    • Walking With Charlie
    • News
    • News Archive
    • Quarterly Newsletters
    • RJ Publications
  • Contact Us
  • Client Access
    • Client Access
    • Canadian Login
    • US Login
  • Coleman Wealth
    418 Iroquois Shore Rd. #210 Oakville, ON L6H 0X7 T: 905.582.0140 TF: 888.333.0996
    Map and Directions Map and Directions
Quarterly Update and Market Outlook
11/3/2023
Watch our latest Client Insights webinar.
Markets & Investing
Tips And Traps For Canada-U.S. Estate Planning and Administration
9/27/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Watch Video
Watch Video
Navigating the Current Economic Landscape: Opportunities and Challenges for Investors
4/19/2023
Watch our latest Client Insights webinar.
Markets & Investing
One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan
3/30/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Your Pathway to Better Brain Health
2/23/2023
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Watch Video
2023 Outlook: The Seventh Inning Stretch
1/26/2023
Watch our latest Client Insights webinar.
Markets & Investing
Watch Video
Administering an Estate: The Challenges and Pitfalls in the Digital Age
11/17/2022
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Watch Video
Trusts: Navigating your Trustee Duties and Responsibilities
11/3/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
The Inflation Fever Cooling?
11/1/2022
Watch our webinar with Sybil Verch and Nadeem Kassam.
Markets & Investing
Watch Video
Client Insights - The Role of the Mandatary
10/27/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Client Insights - Quarterly Update and Market Outlook
10/26/2022
Watch our latest Client Insights webinar.
Markets & Investing
Client Insights - Settling an Estate: The Role of the Liquidator
10/13/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning

Are you ready? Let’s uncover the possibility of working together.

twitterfacebooklinkedinenvelope
Coleman Wealth logoColeman Wealth logo
  • 418 Iroquois Shore Rd. #210 Oakville, ON L6H 0X7
  • 905.582.0140
  • 888.333.0996
  • Map & Directions
  • Map & Directions

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.

Raymond James (USA) Ltd. All rights reserved.
Raymond James (USA) Ltd. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website.
Raymond James (USA) Ltd. is a member of FINRA/SIPC.

BrokerCheck

This website may provide links to other internet sites for convenience of users. Raymond James (USA) Ltd. is not responsible for the availability of content of these websites, nor does the firm endorse, warrant or guarantee the products, services, or information described or offered by these other internet sites.  Users cannot assume that these websites will abide by the same Privacy Policy that Raymond James (USA) Ltd. adheres to. 

© 2023 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

IIROC Logo
Advisor Report