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Exceptional service and expertise

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.

At Colosimo Financial, you are a client of the entire firm, not just one advisor.

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.


Jim Colosimo  CFP, CLU Photo

Jim Colosimo CFP, CLU

Founder

Jim Colosimo is the founder of Colosimo Financial and has been in the life insurance and financial planning industry since 1959. He has used his skills and knowledge to offer exceptional service in the areas of financial planning, investments, and estate planning. Jim's achievements received national recognition when he became a member of the Million Dollar Round Table (MDRT) in 1991 and again when he was chosen by the Canadian Association of Insurance & Financial Advisors as the Insurance and Financial Advisor of the Year in 1998.

Jim has served in various capacities with the Northwestern Ontario Life Underwriters, the Canadian Life Underwriters, and the Life Underwriters Association. He is also a past president of the Thunder Bay Chamber of Commerce, theNorthern Ontario    Association of Chambers of Commerce (NOACC), and the Fort William Rotary Club.Jim and his wife Lenore are retired and enjoy golfing, curling, and traveling.

Mark J. Colosimo  CFP, CLU, CH.F.C. Photo

Mark J. Colosimo CFP, CLU, CH.F.C.

Account Representative

Mark Colosimo is from Thunder Bay, Ontario and accepted a position with the Bank of Nova Scotia as Assistant Manager of Operations in Dauphin, Manitoba after graduating from Lakehead University in 1985. In 1990, he moved back to Thunder Bay to join his father Jim in the financial planning business. After obtaining his Chartered Life Underwriter's designation in 1997 and his Certified Financial Planner's designation in 1999, Mark went on to attain his Chartered Financial Consultant's designation.

Mark has been actively involved with St. Joseph's Foundation in various capacities for many years and has served on many industry advisory boards. He is also a past president of the Canadian Association of Insurance and Financial Advisors, Thunder Bay Community Lottery, and Junior Achievement of Thunder Bay. Mark is the proud parent of Andrew and Olivia and in his leisure time, Mark enjoys travel and playing golf.

E-mail: mark.colosimo@manulifesecurities.ca

Giselle Colosimo Photo

Giselle Colosimo

Administrative Assistant

Giselle joined Colosimo Financial in a client service role in 1997 bringing with her six years of experience in accounting and administration.  In her spare time, Giselle enjoys playing ice hockey and reading.

E-mail: giselle.colosimo@manulifesecurities.ca

Call 807-684-1830