Coleen Berge, CFP
Coleen Berge joined the CSS Pension Plan team in 2016, armed with extensive experience in the financial services industry and credit union system.
Originally from Rose Valley, SK, Coleen grew up on a farm with her parents and five sisters. After graduating from high school, she moved to Saskatoon and began her career at Toronto Dominion (TD) Bank.
Coleen says education has always been an important hallmark for her. While she worked throughout numerous TD branches in the city, she continued her education by taking classes through the University of Saskatchewan’s Business Administration program.
In 1997, she began working at the Saskatoon Credit Union (now Affinity Credit Union) and continued her educational pursuits by earning her CFP designation in 2003. Coleen says one of the main reasons she decided to switch to the credit union system was so she could continue her studies, and the credit union system offered the financial means to help her do that.
With her well-rounded experience and education, Coleen is a knowledgeable touchpoint for members in her role as a PPC.
“For me, being a PPC is really an ideal position,” she says. “I want to focus on helping people, and using my education and background to help members make informed decisions about their retirement within a commission-free setting.”
Coleen says she loves sharing her knowledge of pensions with people and providing in-person education through the Plan’s RIO workshop program and member consultations. With the RIO workshop program growing in popularity, the Plan is offering more workshops each year in more locations.
“I’m excited about the increased number of workshops and that we no longer charge members to attend,” she said. “We are much more proactive about reaching out to members, and that approach has been met favourably by members who appreciate the professional guidance.”
In her spare time, Coleen is an enthusiastic gardener and landscaper, reader and traveller. She has travelled around the world, including Norway (one of her favourite places she’s visited and also the homeland of her family), Greece, Italy, Spain, France and China.
Article from the spring 2018 issue of TimeWise