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Financial Advice
Rob Whipp
Martin Kosterman
Ron Collum

Ron Collum

Fiscal Agents
Savings & Investment Centre

25 Lakeshore Road West
Oakville, Ontario
L6K 1C6

Phone:...(905) 844-7700
Fax: . .. .(905) 844-8552
Home Office: . (905) 690-3070
Toll Free: . .. . 1-877-690-3070
Cellular:            (905) 339-8769

An Introduction...
  • Ron has over 40 years experience in the financial services industry.
  • Ron has been working with Fiscal Agents since 1995.
  • Ron has an ACI designation from the Credit Institute of Canada
Dedication & Commitment

As the voice of experience, Fiscal Agents' Ron Collum has a lifetime of experience from which he draws to assist clients in their financial planning. This experience manifests itself in the patience and conversant manner in which he communicates with his clients, many of them venturing into financial planning for the first time.

"I don't mind the simple questions," explains Ron who has been involved in financial services for more than 40 years. "That's where the basics of financial planning begins. It's easy to address the basics and help new clients build their confidence and then their financial resources."

Having spent his entire career in the financial services industry, he is able to present all options open to his clients. He has watched the economy and the markets rise and fall and rise and fall again.

"I preach patience on both sides when dealing with risk and results,' he says. He respects that some clients may want to monitor their holdings regularly while others are content to receive progress updates.

Ron is viewed by his clients as a teacher and an educator. Clients who are open to learning benefit most from his service. By limiting himself to only one or two client meetings a day, he can focus on each individual and their needs. Those needs may range from investing retirement packages to those just entering the work force who want to establish a savings and investment plan.

"I encourage some of my more mature clients to spend their hard-earned dollars on themselves, to enjoy life, enjoy what they've accumulated. I help them establish a plan where they'll have these funds available, as well as build a portfolio for the long-term."

Ron begins with an in-depth analysis of each client's current financial situation and helps them to look ahead to the future and ultimately their retirement aspirations. Tax savings are always a concern and through his analysis clients are assisted in setting up RRSPs and RRIFs beyond what financial institutions may offer. It is this aspect of his experience and industry knowledge, where clients derive the greatest benefit. He is licensed to handle life and term insurance as well as accident and sickness insurance.

Ron entered the financial world in the 1950s with Bank of Nova Scotia. He followed that up with a degree in business administration from the University of Toronto in 1962. He began to broaden his base of experience with positions in sales and administration with Canadian National Railways, Air Canada, The Great West Life Assurance Company and Montreal Trust Company. Ron joined Toronto- Dominion Bank in 1968 and eventually entered branch management. He retired from the TD in 1995 and became an independent representative with Fiscal Agents/ParGlobal Inc. and continues to share his knowledge of the industry with clients of all ages and in all walks of life.

Throughout his business career, he has pursued extensive training and accreditation that include management courses through the TD, an ACI designation from the Credit Institute of Canada, Labour-Sponsored Investment Funds course, Canadian Investment Funds course and Life, Accident Sickness Insurance course for which he became licensed.

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