Founder and Contact Information

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Blue Ocean Wealth Strategists Inc. is headed by Aileen Collings, CPA, CA, CFP®, TEP.

Aileen holds a Chartered Professional Accountant, Chartered Accountant designation (BC and Alberta). She is a CERTIFIED FINANCIAL PLANNER® practitioner (FP Canada), is qualified as a full member 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 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 has completed the Canadian Institute of Chartered Accountants In-depth Tax and Wealth Preservation Programs, the Canadian Tax Foundation Estate Planning Course, Business Valuation, Canadian Securities Courses and the Partners, Directors and Senior Officers Course.

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, estate planning, philanthropic giving and charitable structures; shareholder, partner and management buy-outs, and business succession. She has in-depth experience with wealth, estate and succession planning, including corporate reorganizations, planning for farms and ranches, family trusts, estates and trusts.  Aileen is experienced in providing Family Business Consulting services, including supporting business individuals and families in establishing Family Councils and Business Governance.  Aileen provides experience and expertise rich facilitation and presentation services for Business and Strategic Planning Meetings.  As a professional educator she has organized and delivered engaging classes, workshops, conferences and seminars.

Aileen has served as Executive Vice President, 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 , Financial Planning, 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.


Telephone:   (250) 333-8807

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