Meet Colleen
Meet Colleen McKay, the founder of CRM Financial, bringing a wealth of experience and expertise to the insurance industry.
With over a decade of hands-on involvement in life insurance, accident and illness coverage, and group benefits, Colleen has reached remarkable milestones throughout her career.
Notably, she has been the go-to financial solutions provider for real estate brokerages, specializing in serving the unique needs of entrepreneurs and business owners.
Colleen’s expertise goes beyond the realm of insurance.
Beginning her Financial career working as a Registered Investment Broker at Sheridan Brothers, Colleen gained invaluable insights while assisting high-net-worth individuals. It was here she recognized the significance of comprehensive financial planning firsthand. As she gained experience, her diverse background came to include roles as a Director of Capital Market, Mortgage Agent, Investment Representative and Communications Specialist, granting her a deep understanding of market volatility and the crucial importance of holistic financial planning. In her commitment to personal growth and empowerment, Colleen also coaches entrepreneurs and business professionals, utilizing powerful tools and strategies rooted in Neurolinguistic Programming (NLP) techniques.


Colleen adopts a client-centric approach that forms the core of her practice.
Her primary focus is on building strong relationships with her clients, where she becomes their unwavering advocate. By investing time and effort into understanding their unique needs, Colleen ensures she can offer them the best coverage options available in today’s market. Transparency is at the core of her work, as she provides clear and honest information regarding insurance choices, coverage details, and associated costs. Colleen takes great pride in delivering personalized service, empowering her clients with comprehensive knowledge to make well-informed decisions about their insurance coverage.
Colleen specializes in serving business owners and high-net-worth individuals.
With a particular emphasis on Corporate Owned Life Insurance, Critical Illness Insurance, and Group Benefits, crafting tailored solutions that align with her clients’ specific requirements. Through her extensive network of trusted professional advisors, including Certified Financial Planners (CFPs), Trust and Estate Practitioners (TEPs), and Master Financial Advisors in Philanthropy (MFA-Ps), Colleen enhances her knowledge and ensures her clients receive additional support. Her reputation in the industry is built on a solid track record of delivering exceptional service, exceeding client expectations, and earning their trust and loyalty through professionalism and a strong commitment to their financial
well-being.

Colleen McKay’s extensive experience, notable achievements, and unwavering dedication to a client-centric approach make her a trusted and invaluable resource within the insurance industry. Her ability to build strong relationships, provide personalized service, and offer tailored solutions sets her apart from other insurance brokers. Experience the difference by working with Colleen McKay and CRM Financial for your insurance needs.
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