Colton Cyr, CIM, B.Sc.
Investment Advisor Associate
Colton is an Investment Advisor Associate with Rockmoor Wealth Management, supporting the firm’s client relationships. Colton comes from a wealth management background, having worked as an Investment Advisor Associate with Raymond James Ltd., and as an Associate with Maxam Capital, a Registered Portfolio Management firm in Vancouver, BC. Colton is also a Chartered Investment Manager (CIM)®.
Colton’s educational background includes earning his Bachelor of Science while attending American International College (AIC) on a full NCAA Division I hockey scholarship and the University of Victoria. While at AIC, Colton won the Student Excellence award for having the top GPA within his major and was named to the 2012-13 Atlantic Hockey All-Academic Team.
In his free time, Colton is a volunteer hockey coach with the Hollyburn Huskies in West Vancouver and enjoys mountain biking and skiing with his fiancé, Kristi.
Latest News
Why A Buy-Sell Agreement Is Vital For Your Business
A buy-sell agreement is a legally binding document that sets out what must happen to a business if one or more of the owners is no longer involved. It is crucial for businesses as it protects both shareholders and the business itself in the event of a partner’s departure. A buy-sell agreement provides many benefits, including maintaining business continuity, minimizing disputes between remaining co-owners and the family of the departing owner, decreasing stress and uncertainty for all business owners, and protecting business assets and liquidity with a solid financial and tax plan.
Do you have enough for retirement?
Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time to consider the three critical stages of retirement planning.
1) Accumulation
2) Pre-retirement
3) Retirement
Tax Tips You Need To Know Before Filing Your 2022 Taxes
It’ll be time to file your 2022 taxes soon, and you must take advantage of every tax credit and deduction you can! Our article covers the following:
• Canada Workers Benefit.
• Claiming home office expenses.
• The tax deduction for zero-emissions vehicles.
• Return Of Fuel Charge Proceeds To Farmers Tax Credit.
• Eligible Educator School Supply Tax Credit.
Take the Next Step
Our team in Nanaimo has acquired decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance. Book a meeting with us to learn how we can help you with your finances.