Ryan joins Coleman Wealth (Portage Wealth) from a small boutique firm that specialized in corporate and estate planning. Prior to that he worked in Raymond James’ financial planning department. Ryan holds the Certified Financial Planner designation as well as the U.S. Chartered Retirement Planning Counselor designation.
A graduate of BCIT’s financial planning program, Ryan’s role on the team is to work with our clients in developing, implementing, and maintaining all non-investment planning related strategies.
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