Colin Cooke

CFA

Senior Associate Wealth Advisor & Associate Portfolio Manager

Colin joined the Steers Investment Advisory Group with a strong background in technology sales management. As a Senior Associate Wealth Advisor and Associate Portfolio Manager, he assists with securities analysis and investment idea generation, supporting the team’s objective of delivering superior risk-adjusted returns through active management.

Known for his ability to translate highly complex strategies into clear, relevant concepts, Colin is valued by clients for his patience and diligence. He takes pride in providing timely analysis and insights. While his primary focus is on trading equity, options, and fixed income, he collaborates with specialists across Wellington-Altus Private Wealth to help ensure clients’ overall financial situations remain aligned with their goals.

Colin has earned the Chartered Financial Analyst (CFA) Charter and has completed the Canadian Securities Course through the Canadian Securities Institute.