Colette Bruneau

Certified Financial Planning® professional in Prince George, B.C.

Colette Bruneau

If you’re ready to make the most of your money, let’s connect.
Our Goal – Certified Financial Planning® professional in Prince George, B.C. We take the complex and make it more understandable and actionable. Through holistic values-based financial planning, you will gain clarity around how to prioritize what is important to you long term while still enjoying the experiences you love today. Rated as one of the 3 Best Financial Services in Prince George, B.C.
𝟯𝗛 𝗦𝘁𝗮𝗻𝗱𝘀 𝗳𝗼𝗿

Holistic Financial Planning – taking all the complexities of your life into account

Human Behavior – grounded in psychology and behavioral economics for a deeper understanding of what motivates people and influences their decisions

Honesty and Ethics – advanced training in ethical dilemmas and a commitment to making unbiased recommendations

 

Colette Bruneau CFP®

Colette is a Certified Financial Planning® professional with over 20 years of experience helping clients achieve their financial goals.  She takes a collaborative and coaching approach to financial planning and combines her skills as a certified coach with her technical and analytical skills.  

Colette believes that a quality customized Living Plan is the key to making the best decisions when it comes to how to fund retirement effectively and still enjoy the things that matter along the way. 

Colette has also achieved the 3H Financial Planner certification from Financial Planning Canada 

“3H is at the forefront of my financial planning practice because it means a better experience and better outcomes for my clients.”

Colette has two grown children and lives with her husband and dogs in Prince George, BC.  She enjoys horseback riding, paddle boarding and mountain biking in the summer and mostly staying warm in the winter. 

She is passionate about education and giving back to her community and participates in the IG Empower your Tomorrow platform.    https://www.ig.ca/en/about-us/empower-your-tomorrow

Colette works with clients from all over BC from Vancouver to the south, Prince Rupert to the west and north to Dawson Creek.  

 

debbie colangelo

Debbie Colangelo

Debbie Colangelo brings 35 years of experience helping high-net-worth families make the most of their money while enjoying what matters most to them. Debbie supports the practice by ensuring our clients receive a customized level of connection and support.

Debbie cares deeply about our clients and enjoys watching their IG Living Plans come to life. A longtime resident of Prince George Debbie enjoys spending time with her husband, children, and grandchildren and enjoys socializing with good friends, and is often found having a good laugh.

The Process

Values Alignment

  • Getting to know you, your family and understanding your unique motivations for achieving your money goals
  • Investing your money with environmental and social responsibility in mind
  • Support and guidance in balancing your financial priorities

Meaningful Plans

  • Collaboration in the planning journey creates truly personalized living plans that are specific to your financial needs and your personal values
  • Analytic data that will impact your financial success explained and supported with clear action steps that will take any guesswork out of life’s  important money decisions
  • Access to our Internal accountants, lawyers, and actuaries to assist in the analysis of complex issues

Coach Supported Execution

  • Your plan execution support customized to your personality and needs. 
  • Coaching to create the success habits and avoid the investing mistakes that can set your plan back
  • Flexibility to explore changes to your plan as your life and priorities change

Who We Work Best With

  • Couples with a strong dedication to growing their savings
  • Women who are committed to financial excellence and value advice tailored to their specific needs
  • Couples and individuals within 10 years of retirement  
  • Couples and individuals with moderately to highly complex financial pictures and or family dynamics
  • Retiree’s focused on tax minimization, estate preservation and quality of life

Reviews

Stephanie

“When I thought about having my own financial planner, I never thought it was going to be possible unless I was highly wealthy. With Colette, I learnt that my dedication and clear goals on my personal finances and desire to build wealth sustainably made us a fit. Colette provides me with exceptional service to help me reach my financial goals and align my investments to my values.”

Jenny

“I connected with Colette from a recommendation from my sister. I was not happy with the planner that I previously had and needed a change. Am I ever glad I made the change! Colette is so knowledgeable and talked me through exactly what I needed to do not only to make the change but to move forward with building my financial future!

Terra-Lee

“Colette performs amazing work in her abilities to manage analyze and recommend relevant strategies in financial complexities. She is disciplined in her approach, specializing in leadership, organizing, and coaching. Colette is honest, thorough and reliable. I would highly recommend her for your financial planning needs.”

Contact Our Team

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Colette Bruneau

Consultant at Colette Bruneau – IG Wealth Management
900 – 299 Victoria St, Prince George, BC V2L 5B8

Phone Office Direct Line