Colleen Bannerman BBAPhone 705-429-7229
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Colleen Bannerman, a busy mother of three boys, moved to Wasaga Beach in 2007 and shortly after purchased S.A.P. Tax and Bookkeeping Services. She has since expanded the business and it is now called Wasaga Beach Tax & Bookkeeping Services, and RBA Financial Group (Wasaga) Ltd.
Prior to the purchase of the business, Colleen owned and operated an accounting business in Barrie since 1986, after she graduated from Ryerson’s Polytechnical Institute in the B.B.A course. In 2009 she partnered with Todd Campbell, owner of RBA Financial Group of Meaford. Todd and Colleen recognized the need for taxes and financial planning to work together.
Colleen is currently completing her Canadian Investment Funds course. Colleen’s main focus is expanding her tax services and products to include financial planning so everyone gets the big picture. She firmly believes “Your financial success begins with your tax return.”