Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
Colin Ryan began his wealth management career in 1992, and after 27 years at his prior firm he joined Wellington-Altus Private Wealth in 2019. His team currently serves high-net-worth, ultra-high-net-worth families and institutional clients. Colin also spent many years in executive management at his prior firm and was on the advisory committee that set policy and strategy for over 1,200 advisors with over $120 billion in assets.
He and his team view their relationships with clients as a privilege. Their approach is deeply personal and often goes beyond wealth management, offering clients a lifelong partnership with a group of skilled professionals. Clients enjoy the peace of mind that comes with a team that operates on an independent platform, with full transparency.
Colin is a former finalist for the IDA Distinction Award, given to investment professionals who represent excellence in the profession. At his previous firm, he was acclaimed annually for excellence in wealth management. In addition to that internal recognition, in 2019 the Wealth Professional magazine named him Portfolio Manager of the Year, and his team was a finalist for Advisory Team of the Year (fewer than 10 employees).
Colin is a Chartered Financial Analyst (CFA). This global program’s rigorous curriculum and work experience requirements make the CFA charter one of the most recognized achievements in the global investment industry. He has a B.Comm. (Honours – Finance) from the Asper School of Business at the University of Manitoba, and has completed executive education programs from the Wharton School of Finance at the University of Pennsylvania and the Rotman School of Management at the University of Toronto. Colin is committed to lifelong learning, and has completed numerous industry programs such as the Institute of Corporate Directors Course (ICD.D) through the Rotman School of Management and the Asper Executive Education Centre.
Community:
Advisory Board Chair, James W. Burns Leadership Institute, University of Manitoba
Advisory Council and Major Donor Member, United Way Winnipeg
Member and Past Chair, Nominating and Governance Associates Asper School of Business
Past Member, Board of Trustees, United Way Winnipeg
Past Chair, Associates Asper School of Business
Campaign Chair, 2017 United Way Winnipeg
Past Chair, Investment Dealers Association Manitoba
Past member of the Board of Governors Winnipeg Art Gallery
Past Member of the Finance Committee for Sport Manitoba
Senior Associate Investment Advisor
Susanne has worked in the financial services industry since 1997 and has been with the team since 2012. Susanne deals with the wealth management and wealth advisory services for our high-net-worth, ultra-high-net-worth and institutional clients, and brings a specialized skill set to the team having worked in the industry in a number of different capacities. Susanne spent 10 years of her time with her previous firm in the Vancouver offices managing the fixed income portfolios of publicly traded and privately held institutions, and ultra-high-net-worth families.
Sue is a graduate of Red River College and has continued to complete a number of industry courses that allow her to provide additional expertise within our team.
When not in the office, Sue volunteers with Big Sisters of Manitoba and shares her time with her little sister Ruth. She also shares her time and resources supporting the Winnipeg Humane Society. Having lived abroad in Paris, Sue continues to foster a constant desire to experience various parts of our world while visiting unique restaurants, scuba diving or exploring new countries. This has included spending several weeks in the rain forest in Ecuador at an animal rescue and rehabilitation center where she cared for many species of animals.
Senior Investment Associate
Dominique (Dom) began her career with Colin Ryan in 1999 after working for 9 years at another major financial institution. She is a licensed investment representative and has completed a number of industry courses including the Canadian Securities Course and the Conduct and Practices Handbook Course. Dom is an expert in the management of the day-to-day administrative needs of our clients and dedicates her time and focus to ensuring our clients receive the best care and service.
Dom is a devoted wife and loving mother of two teenage children. She and her family enjoy spending their summer and winter weekends at their cottage on Lake Manitoba in Lundar, Manitoba enjoying all that the area has to offer. Dom is a strong supporter of animal rescues and often shares her home with many various breeds both large and small.
Investment Associate
Connor began working in the financial services industry in 2021 as an administrative assistant for another major financial institution serving high-net-worth and ultra-net-worth clients, joining Colin Ryan’s team in May 2022.
Connor has a Bachelor of Commerce (Honours) degree from the Asper School of Business at the University of Manitoba, majoring in Finance. Throughout his time in university, he was actively involved in student leadership roles and volunteering in the community, raising money for charities such as Resource Assistance for Youth Winnipeg and Cystic Fibrosis Canada.
Connor is licensed as a Registered Representative and has completed his Canadian Securities Course and Conduct & Practices Handbook exams. He is committed to continuing his education within the financial services industry and plans to pursue both the CERTIFIED FINANCIAL PLANNER ® and Chartered Financial Analyst (CFA) designations.
Outside of work and his time spent studying, Connor enjoys playing golf and being outdoors. Additionally, he is passionate about teaching and spends time tutoring students in various disciplines.
Community Involvement:
Founder & Chief Executive Officer, Price Student-Managed Investment Fund
Chair, School Relations Committee Young Associates Asper School of Business
Vice-Chair, Ignite Committee Young Associates Asper School of Business
Board Director, Young Associates Asper School of Business
Past President, Asper School of Business Commerce Students’ Association
We understand that today’s investor values the safety of a strong institution when entrusting their assets.