Nicklas Coleman, B.Comm, CFP®, CIM®, FCSI
Director & Senior Investment Counsellor
Connect with me on LinkedIn
As a Director & Senior Investment Counsellor at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth.
I spend time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money.
Then, with a passionate, diverse team of wealth management professionals, I create a customized, flexible investment plan that I adjust regularly to external conditions and personal transitions.
This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success.
With 15 years of investment management experience, I joined BMO in 2005, and opened the St. John`s, NL BMO Private Banking office in in 2007. I earned my B.Comm Honors degree from Queens University, and have my Chartered Investment Manager (CIM®) designation, Certified Financial Planner (CFP®) designation, and am also a Fellow of the Canadian Securities Institute (FCSI®)
I have a strong connection to Newfoundland & Labrador, growing up on the West coast of the island, and now living in St. John`s. Working with clients from all around our province has allowed me to extensively travel our beautiful province, so I`m likely well aquainted with your area! I look forward to chatting with you.