Client-First Financial Advice

With over a decade of experience in wealth planning, Colton takes a client-centric approach to understanding the unique needs of individuals and families. Nearly 10 of those years were spent providing financial advice and guidance to Canadian physicians and their families, giving him deep insight into the complex financial considerations that often accompany medical careers, such as incorporation, tax planning, and long-term wealth strategies. His passion for building meaningful relationships and delivering tailored advice allows him to help clients navigate their financial lives with clarity and confidence, so they can focus on what matters most to them.

Beyond his professional endeavors, Colton values quality time with his wife and two children, and actively participates in extracurricular activities, including volleyball and golf. These interests not only enrich his personal life but also contribute to a well-rounded perspective that is brought to his advisory practice.

At a young age, Braeden saw the effects a strong foundation and proper guidance can have on someone’s life. This, paired with exceptional interpersonal skills and a desire to help others is what had led him to pursue a career in financial planning.

Bringing a fresh view to the modern finance industry, Braeden is focused on building long lasting relationships and helping clients find a balance between enjoyment and pursuing financial goals.

Outside of his career, Braeden places lots of importance on being active and healthy by playing various sports such as Pickleball or attending various types of fitness and training classes.

With nine years of experience in the financial industry, Amanda Harlow plays a vital role in supporting advisors and ensuring seamless office operations at Three60 Wealth. As an administrative assistant, she is committed to delivering high-quality customer service, assisting clients with their financial needs, and providing essential support to the team. Her dedication to efficiency and attention to detail help create a smooth and professional experience for both clients and colleagues.

Outside of work, Amanda enjoys spending time with her family and exploring the great outdoors.

Financial Planning has long been confused with the sale of investments – sales of investments/products should be the end result of the planning process, not a financial planning activity.

True Financial Planning involves defining your goals and then laying out an action plan to achieve them.