Business Details
15 Years
experience
Your Trusted Financial Partner in Summerland, BC
Holistic Wealth was founded on the principle that financial planning should encompass more than just numerical analysis. Our approach integrates all aspects of clients' financial circumstances, including emotional satisfaction, to create comprehensive solutions. With over 25 years of industry experience, our team specializes in financial planning, investment management, and insurance services tailored to individual needs. We prioritize traditional, transparent solutions over complex hybrid products, ensuring clients understand every aspect of their financial strategy. Our process begins with a detailed assessment of clients' goals, followed by customized planning that addresses debt management, tax optimization, retirement strategies, and estate planning.We serve clients across Canada, with a focus on the South Okanagan region, and maintain affiliations with leading regulatory bodies like CIRO and Advocis. Our commitment to continuous professional development ensures our advisors hold prestigious designations such as CFP, CLU, and CIM. By combining technical expertise with personalized service, we help clients navigate life's financial challenges while maintaining compliance with strict regulatory standards. Our proprietary tax planning questionnaire and collaborative approach with Peak Securities Inc. for investment products demonstrate our dedication to holistic, client-centered solutions.
Services
Financial Planning
Investment Advice
Insurance Services
Tax Preparation
Wealth Management
Details
- Year established: 2011
Highlights and features
- 25+ years of combined experience in financial services
- Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) professionals
- Transparent, fee-based advisory approach with no product bias
- Proprietary tax planning questionnaire identifies overlooked deductions
- Comprehensive services spanning investment management to estate planning
Associations and certifications
- Canadian Investment Regulatory Organization (CIRO)
- Advocis (The Financial Advisors Association of Canada)
- FP Canada
What people say
Comprehensive financial solutions
Personalized approach
Expertise in retirement planning
Tax optimization specialists
Empathetic advisors
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps for clients' financial futures. We analyze income, expenses, investments, and goals to develop strategies that optimize tax efficiency, manage debt, and prepare for retirement. With a focus on long-term stability, we help clients navigate life transitions while maintaining regulatory compliance and adapting to changing circumstances.
Investment Advice
Through Peak Securities Inc., we offer expert investment advice tailored to individual risk profiles and objectives. Our services include portfolio construction, asset allocation, and ongoing performance monitoring. We specialize in creating diversified portfolios using stocks, bonds, mutual funds, and ETFs while maintaining strict adherence to regulatory standards and client-specific requirements.
Insurance Services
We provide comprehensive insurance solutions to protect clients' financial well-being. Our services cover life insurance, critical illness coverage, disability protection, and travel insurance. We help clients assess their risk exposure and select appropriate coverage while ensuring compliance with industry regulations and maintaining transparent fee structures.
Tax Preparation
Our tax preparation service combines technical expertise with strategic planning. Using a proprietary questionnaire, we identify overlooked deductions and optimize tax efficiency. We specialize in complex returns for individuals nationwide, with particular attention to medical expenses, charitable contributions, and investment-related deductions while maintaining compliance with Canada Revenue Agency regulations.
Wealth Management
Our wealth management service integrates investment management with comprehensive financial planning. We help clients grow and preserve assets through tailored strategies that consider retirement goals, estate planning, and intergenerational wealth transfer. Our approach emphasizes tax-efficient solutions and risk management while maintaining alignment with clients' long-term objectives.
People
Len Colman
Founder & Investment Advisor
With 25+ years in financial services, Len holds CFP, CLU, and CIM designations. He specializes in comprehensive financial planning and investment management, serving clients across Canada. His expertise includes retirement strategies, estate planning, and tax optimization.
Tristan Knoll
Investment Advisor
A recent UBC-Okanagan graduate with psychology expertise, Tristan provides administrative support while pursuing his licensing. He brings fresh perspective to client service and is committed to maintaining high service standards.
Nicole Giesbrecht
Administrative Assistant
With 8 years in financial administration, Nicole provides operational support. Her background includes credit union experience and internal auditing, ensuring efficient practice management and client service excellence.
Jackie Ruiz
Administrative Assistant
A recent addition with international experience, Jackie combines business management expertise with ongoing Canadian securities licensing. She provides bilingual support and community engagement through local fitness initiatives.
Questions
What financial planning services do you offer?
We provide complete financial planning including retirement strategies, investment management, tax optimization, estate planning, and insurance solutions tailored to individual needs.
How does your holistic approach differ from traditional financial advising?
Our approach integrates all aspects of your financial life, including emotional satisfaction and long-term goals, rather than focusing on isolated components like investments or insurance alone.
Do you offer tax preparation services?
Yes, we provide specialized tax preparation services with a focus on identifying overlooked deductions and optimizing tax efficiency for individuals nationwide.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Life Underwriters (CLU), and Canadian Investment Managers (CIM) with decades of combined industry experience.
How are your services priced?
We operate on transparent, fee-based arrangements with no product bias, ensuring our compensation aligns with providing quality advice rather than specific investment recommendations.
What areas do you serve?
While based in Summerland, BC, we serve clients throughout the South Okanagan region and across Canada through virtual consultations and personalized service.
