Bill Coughlan

B. Comm, CFP

Mutual fund representative 1

Bedford Nova Scotia

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I have been in the financial services industry since 2007, and prior to that I worked in the consumer packaged goods industry as a Regional Sales Manager. An alumnus of the St Mary’s University Commerce program, I have also attained the Certified Financial Planner (CFP) designation, which is the top industry designation that shows a commitment to excellence and lifelong learning in the profession of financial planning. My practice revolves around working with individuals and business owners to ensure their current financial plan allows them to meet the three major challenges we all face: 1. Pay less income tax 2. Ensure you can live comfortably in retirement 3. Have enough disposable income to enjoy life today! The financial and tax planning strategies I implement with my clients help them achieve these three key goals. It’s not how much you earn, but rather how to utilize your after-tax income to grow and preserve your wealth.

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A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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Economic News with S├ębastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc.