Blue Ocean Wealth Strategists Inc. is headed by Aileen Collings, CPA, CA, CFP, TEP.
In addition to her Chartered Professional Accountant, Chartered Accountant designation (Chartered Professional Accountants British Columbia and Alberta), and CFP Professional/Certified Financial Planner designation (Financial Planning Standards Council), Aileen also holds a professional teaching certificate (Ministry of Education, British Columbia) with training in education psychology, and has completed the Family Facilitation Course with CAFE (Canadian Association of Family Enterprise). She is also qualified as a Trust and Estate Practitioner, registered in Canada with the London, UK-based Society of Trust and Estate Practitioners and is a member of the Canadian Tax Foundation. Aileen and has completed the Canadian Institute of Chartered Accountants In-depth Tax and Wealth Preservation Programs, the Canadian Tax Foundation Estate Planning Course and Canadian Securities Courses (Part I and Part II).
Aileen has over 25 years of experience, specializing in trusts and taxation, as well as financial and estate planning. Her experience includes owner-manager taxation and planning, executive compensation and retirement plans, philanthropic giving and charitable structures, shareholder and partner buy-outs. She also has experience with wealth, estate and succession planning, including corporate reorganizations, family trusts, estates and trusts. Aileen is experienced in providing Family Business Consulting services; including supporting families in establishing a Family Council and with Business Governance. In that field, Aileen provides experience and expertise rich facilitation and presentation services for Business Family Meetings.
Aileen has served as Vice-President of Tax and Estate Planning and Head of Wealth Planning for some of the largest Canadian private and public company independent financial services organizations. She has provided Wealth Preservation, Family Business Succession , Tax and Estate Planning seminars to numerous organizations and has written professionally, including articles for CA Magazine and the Society of Trust and Estate Practitioners Journal.
Blue Ocean Wealth Strategists Inc.’s head office is located in the Gulf Islands, in the Straight of Georgia, British Columbia, surrounded by the blue ocean.
BLUE OCEAN WEALTH STRATEGISTS INC.
Telephone: (250) 333-8807
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