COLEMAN WEALTH - Key Persons
Darren Coleman started in the industry in 1992 and with Raymond James in 2012, providing comprehensive wealth services for a variety of clients. During this time, he has been managing brokerage offices, spearheading industry trends and leading his team at Coleman Wealth to new territory.
Darren's many professional accreditations include: Canadian Investment Manager, Financial Management Advisor and Fellow of the Canadian Securities Institute, with a Level II Life Insurance License and an Honours B.Comm from Ryerson University. He was one of the first Canadian professionals to attain the Professional Financial Planner, Certified Financial Planner and Certified Hedge Fund Specialist designations. Due to his success as an advisor in alternative investments, he was the first advisor to sit on committees for the Alternative Investment Management Association (AIMA), and on the Board for the Hedge Fund Association, as a member and an instructor.
An industry veteran before coming to Raymond James, Darren held management and advisor positions at major bank-owned brokerage and financial services firms. Through this experience, together with his involvement with industry boards, he has built a network of professional relationships with the industry's top managers, firms and executives, through which he is able to offer his clients superior due diligence, access and insight.
Darren is considered a champion of Raymond James' cross-border service offering. He frequently speaks at conferences and educational events and currently sits on the Editorial Board for Advisor's Edge Report for Canadian investment professionals, and is frequently interviewed for the Globe and Mail.
Job Titles:
- Assistant
- Financial Advisor
- Member of the Your Team
Katie was part of the Raymond James (USA) Ltd. team based in Vancouver prior to joining Coleman Wealth in 2020. Having worked in a niche market in Canada, Katie offers strong foundational support in our cross-border services. In her role, she handles the day-to-day operational and administrative functions, with a focus on providing a high level of customer service.
Katie graduated from Carlow Institute of Technology in Ireland with an Honor's Degree in Supply Chain Management. She worked in Supply Chain before moving to Canada and embarking on her career in the financial industry in 2018.
Job Titles:
- Member of the Your Team
- CFP® Associate Advisor & Financial Planner
Neil's role on the Coleman Wealth team is to grow our existing relationships with our strategic business partners, such as lawyers/accountants, and specifically those who specialize in cross-border work. He is also responsible for planning and executing key client engagement events and overseeing the team's marketing initiatives.
Neil is a graduate from Western University, where he specialized in Finance, and he began his career in the financial services industry in 2012. Neil holds the Certified Financial Planner designation and is a licensed registered representative in Canada.
Job Titles:
- Our Dedicated Partner
- Trust
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.
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We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company.
While Raymond James has the resources to match even the largest firms' capabilities, our focus is on building close-knit individual relationships based on trust and integrity.
The firm's culture of independence allows us to work closely with you to create custom solutions to your short- and long-term financial challenges.
We're honoured to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.
Raymond James is one of North America's leading independent full-service investment dealers with an extensive presence across Canada and the United States. Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc. Established in 1962, our parent firm made its initial public offering in 1983 and is listed on the New York Stock Exchange using the ticker symbol RJF.
Raymond James was founded on the principle of always putting the needs of clients first. Our predecessor companies in Canada were doing the same for more than 80 years, and our 3Macs division has a respected legacy of helping individuals and families with their wealth management needs going back to 1849. Today, this principle remains the foundation on which we continue to build our company.
Raymond James has gained international attention and accolades for their excellence from organizations such as StarMine, Fortune Magazine and Brendan Wood International.
Raymond James has acquired a Canadian trust company to help clients with estate planning and settlement. The new division's name is Raymond James Trust Services (Canada). A Quebec based trust services division was launched in 2019
Raymond James earned a score of 100 on the 2020 Human Rights Campaign Corporate Equity Index, resulting in our organization being recognized as a "Best Place to Work for LGBTQ Equality