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Colin Tieu, Cfp Email & Phone Number

Help people make smart decisions with their money and prepare them for financial independence. at Sterling Mutuals Inc.
Location: Toronto, Ontario, Canada 7 work roles 2 schools
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Current company
Sterling Mutuals Inc.
Role
Help people make smart decisions with their money and prepare them for financial independence.
Location
Toronto, Ontario, Canada
Company size
158 employees

Who is Colin Tieu, Cfp? Overview

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Colin Tieu, Cfp is listed as Help people make smart decisions with their money and prepare them for financial independence. at Sterling Mutuals Inc., a company with 158 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Colin Tieu, Cfp.

Colin Tieu, Cfp previously worked as Certified Financial Planner, Financial Advisor at Sterling Mutuals Inc. and Certified Financial Planner, Financial Advisor, Life Insurance Advisor at Manulife Securities Investment Services Inc.. Colin Tieu, Cfp holds Bachelor, Accounting; Accounting And Finance from Brock University.

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Email format at Sterling Mutuals Inc.

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Sterling Mutuals Inc.

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Profile bio

About Colin Tieu, Cfp

As a certified financial planner, my mission is simple; to prepare clients for financial independence by making smart decisions with their money. I work with clients to build their retirement nest-eggs, explore tax saving strategies and protect their families through comprehensive wealth management solutions.Being independent, I provide individuals and business owners personalized and differentiated approach to wealth management with unbiased financial advice. Contact me today to help you achieve your financial and life goals.Mutual funds are offered through Sterling Mutuals Inc. and Insurance products are offered through IDC WIN.

Listed skills include Financial Planning, Retirement Planning, Estate Planning, Investments, and 12 others.

Current workplace

Colin Tieu, Cfp's current company

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Sterling Mutuals Inc.
Sterling Mutuals Inc.
Help people make smart decisions with their money and prepare them for financial independence.
windsor, ontario, canada
Website
sterlingmutuals.com
Employees
158
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Company profile
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7 roles

Colin Tieu, Cfp work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner, Financial Advisor

Current
Sterling Mutuals Inc.

Richmond Hill, ON

Jun 2019 - Present

Certified Financial Planner, Financial Advisor, Life Insurance Advisor

Manulife Securities Investment Services Inc.

5160 Explorer Drive Unit# 26, Mississauga ON

Being an independent financial advisor, I offer unbiased, personalized and differentiated approach to wealth management. My goal is to help people build retirement nest-eggs and achieve life-long retirement income. I will adopt differentiated comprehensive income planning and wealth management strategies to help clients accumulate savings, manage risk.

Feb 2015 - Jun 2019

Investment And Retirement Planner

Rbc Royal Bank/ Rbc Wealth Management

Etobicoke, ON

Investment and Retirement Planner drives investment Sales and New Client Acquisition through the development of relationships within the community and centre's of influence.Responsible for proactively contacting RBC clients, and enhance their experience by helping them to consolidate assets and services with RBC and partnering them to the "Home of Best.

Mar 2009 - Jan 2015

Account Manager

Educators Financial Group

Accountable for, contribute to, and meet performance metrics, including business development, client satisfaction, and market involvement: *Sales and Financial Planning Effort *Client Retention and Maintenance

Jan 2008 - Apr 2009

Assistant Branch Manager/ Senior Operation Analyst

Russell Investments Canada Limited

Accountable for daily trade executions (implementation, rebalancing, liquidation etc) requirements across all separately managed account programsManaged significant financial risk by trading aggregate securities positions across the entire account base Accountable for quality and best execution of trades, accuracy, and fair pricing.Ensured that end-of-day.

Jun 2005 - May 2007

Assistant Branch Manager

Russell Investments Canada Limited

Assist Branch Manager in the daily operations of managing and administering branch operationAdhere strictly to compliance and operational risk controls in accordance with firm and regulatory standards, policies and practices.

Jun 2005 - May 2007

Account Manager

Tdwis-Investment Counselors Services

Built and maintained strong relationships with Institutional Investment Counsellors clients along with various internal departments and divisions of TD Waterhouse and TD Bank. Attended monthly meetings with clients and document ongoing service and operational issues as a reference to the client and TD Waterhouse Institutional Services

Jan 2001 - May 2005
Team & coworkers

Colleagues at Sterling Mutuals Inc.

Other employees you can reach at sterlingmutuals.com. View company contacts for 158 employees →

SF Sandra Forwell Sandra Forwell Colleague at Sterling Mutuals Inc. Canada, Canada View → NL Naumce Lazarevski Naumce Lazarevski Colleague at Sterling Mutuals Inc. Windsor, Ontario, Canada, Canada View → RE Rahul Errabelly Rahul Errabelly Colleague at Sterling Mutuals Inc. Windsor, Ontario, Canada, Canada View → RM Rudi Mulder Rudi Mulder Colleague at Sterling Mutuals Inc. Sarnia, Ontario, Canada, Canada View → CB Cambridge Branch Sterling Mutuals Inc. Cambridge Branch Sterling Mutuals Inc. Colleague at Sterling Mutuals Inc. Cambridge, Ontario, Canada, Canada View → GD Glenda Duran Glenda Duran Colleague at Sterling Mutuals Inc. Windsor, Ontario, Canada, Canada View → JR Judy Rounthwaite Judy Rounthwaite Colleague at Sterling Mutuals Inc. London, Ontario, Canada, Canada View → DR Dave Rushby Dave Rushby Colleague at Sterling Mutuals Inc. Canada, Canada View → AM Arlen Mifflin Arlen Mifflin Colleague at Sterling Mutuals Inc. Windsor, Ontario, Canada, Canada View → JA Jordan Arndt, Mba, Mfa-P™ Jordan Arndt, Mba, Mfa-P™ Colleague at Sterling Mutuals Inc. Saskatoon, Saskatchewan, Canada, Canada View →
2 education records

Colin Tieu, Cfp education

Bachelor, Accounting; Accounting And Finance

Brock University

Bachelor of Accounting with concentration in finance.

Certificates: Advanced Estate Planning & Trust Strategies, Advanced Retirement Management Strategies, Csc, Cph, Coc, Pfpc Course, Branch Manager Course

The Canadian Securities Institute
FAQ

Frequently asked questions about Colin Tieu, Cfp

Quick answers generated from the profile data available on this page.

What company does Colin Tieu, Cfp work for?

Colin Tieu, Cfp works for Sterling Mutuals Inc..

What is Colin Tieu, Cfp's role at Sterling Mutuals Inc.?

Colin Tieu, Cfp is listed as Help people make smart decisions with their money and prepare them for financial independence. at Sterling Mutuals Inc..

Where is Colin Tieu, Cfp based?

Colin Tieu, Cfp is based in Toronto, Ontario, Canada while working with Sterling Mutuals Inc..

What companies has Colin Tieu, Cfp worked for?

Colin Tieu, Cfp has worked for Sterling Mutuals Inc., Manulife Securities Investment Services Inc., Rbc Royal Bank/ Rbc Wealth Management, Educators Financial Group, and Russell Investments Canada Limited.

Who are Colin Tieu, Cfp's colleagues at Sterling Mutuals Inc.?

Colin Tieu, Cfp's colleagues at Sterling Mutuals Inc. include Sandra Forwell, Naumce Lazarevski, Rahul Errabelly, Rudi Mulder, and Cambridge Branch Sterling Mutuals Inc..

How can I contact Colin Tieu, Cfp?

You can use AeroLeads to view verified contact signals for Colin Tieu, Cfp at Sterling Mutuals Inc., including work email, phone, and LinkedIn data when available.

What schools did Colin Tieu, Cfp attend?

Colin Tieu, Cfp holds Bachelor, Accounting; Accounting And Finance from Brock University.

What skills is Colin Tieu, Cfp known for?

Colin Tieu, Cfp is listed with skills including Financial Planning, Retirement Planning, Estate Planning, Investments, Wealth Management, Risk Management, Retirement Income Strategies, and Strategic Financial Planning.

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