Colleen has almost two decades of experience; having previously worked with a major Canadian bank prior to joining Raymond James. She studied business management in university and has obtained the prestigious CIM designation through the Canadian Securities Institute. Colleen is the Branch Administrator for Limestone City Wealth Management and is a team member for Financial Advisors Mark Potter & Barbara Dale.
Colleen works closely with our clients to ensure they receive the highest level of service. Away from the office, Colleen enjoys spending time with her husband and two sons, and also enjoys sports, travel and hiking.