Colin Ouellette
Financial Paraplanner/Operations Associate
Colin began his role as the Operations Associate / Financial Paraplanner in June 2025. He is responsible for preparation & follow-up for client meetings and helping to develop business operations with an eye towards detail and efficiency.
Colin brings multiple years of industry experience in operations and some experience as a paraplanner. Colin attended Assumption University and graduated with a degree in Business Management in 2023. After college, Colin worked as a transaction processor and as a paraplanner. He is currently working on developing our operations and then he will be working towards becoming a licensed financial planner.
During his free time, Colin enjoys sports, traveling, and spending time with friends and family. One of the items on his bucket list is to travel to Rome, Italy