About Us
|
Bill Coughlan
If you're looking for someone in a fancy suit and tie in a large office downtown, I'm not your guy! We have a small office in Bedford, Nova Scotia, where I've built my business working with clients in understanding their concerns and goals while developing solutions for what is important to them as their life changes occur. I speak in terms you can understand and relate to, rather than language that will confuse you. I'm not here to sell you anything, but rather to guide you in achieving your goals. I'm transparent and will tell you if your goal is achievable or not. I'm a firm believer in continuous learning so I can evolve and improve within our ever changing environment. I've earned my Certified Financial Planner, Certified Executor Advisor, and Responsible Investment Specialist designations as well as a Bachelor of Commerce from Saint Mary's University. I started my career in the financial services industry in 2007 with Money Concepts, who were purchased by Investia in 2009. Investia is one of Canada’s largest Independent investment dealers and this independence allows me to work with any of the registered mutual fund companies in Canada rather then being limited to only sell products from my company. We service our clients with in-person or virtual appointments and can utilize our secured system to send and receive all documents electronically. Now that our daughters, Erin and Lindsey, are living on their own, you'll see my wife, Melanie, and I curling a few nights a week in the winters and towing our trailer to various sites in the summer, enjoying a good campfire and live music. |
|
Nadine Jackson
Nadine is our office manager and ensures nothing falls through the cracks! She has been working in the financial services industry with Investia since 2004, and has completed the Canadian Investment Funds Course. Previously, Nadine was a Mortgage Broker with Mortgage Intelligence. Nadine is an avid stock car fan and can be found at the family racetrack in River Glade, New Brunswick most weekends. |