Colosimo Financial & Insurance Services Inc. proudly traces its roots to 1959, the year Jim Colosimo founded this highly successful Thunder Bay firm. Jim had a very clear vision and one ahead of its time - to provide clients with exceptional service and expertise in the areas of financial planning, investments, and estate planning. His commitment to this vision and his many years of hard work earned him a superb professional reputation. In 1990, Jim's son Mark joined the firm to carry on this vision and to continue to meet the diverse financial needs of our community.
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Colosimo Financial's dedicated professionals continue to help our clients realize their dreams and to practice Jim's standards of excellence. We are particularly proud of our team approach. At Colosimo Financial, you are a client of the entire firm, not just one advisor. This approach allows us to deliver excellent service and advice to our clients and give them access to the full range of talent offered by our four-member team.
Mark Colosimo, CFP, CLU, CH.F.C., and Paul Dunmore, CFP, employ their many years of experience to provide sound and capable investment and retirement planning advice.