Employing an effective team is the key contributing factor of our success, each member brings valuable experience.....
Tyler is a graduate of Acadia University with a Bachelor of Business Administration, after graduation Tyler moved to Halifax to join the sales team for one of North America’s largest breweries. After working in sales and management where he was responsible for budgets and planning, Tyler decided to return to native New Brunswick and join the financial services industry. Tyler joins Cosman Benefits & Pension Solutions after spending the last three years as an advisor with a national financial services firm. Tyler works mainly with business owners and professionals, helping them create their financial plans.
Tyler is a licensed investment dealer through the Investment Funds Institute of Canada, he has also completed the LLQP and is a registered, life, accident & sickness insurance dealer. Tyler is currently working towards his CFP(Certified Financial Planner).
Kiana, originally from Newfoundland, is a Saint John NBCC graduate from the two-year Business Administration: Investment Management program. During her studies, Kiana has completed the Canadian Investment Funds course through IFSE and is currently working as an advisory support. Kiana assists in all aspects of developing client’s Financial Plans as well as aiding advisors in keeping up with compliance and regulatory standards.
Andrew attended Dalhousie University as a Student Athlete while pursuing a Business Commerce Degree. After Dalhousie, he returned to Saint John to attend the University of New Brunswick to focus on a concentration in finance. Andrew works closely with Clients, Advisors and Business Owners as a financial analyst.
Abigail graduated from the Investment Management program at the New Brunswick Community College. She works closely with all advisors in providing solutions & services to all individual and business clients concerning their group health & retirement issues and all of their wealth management planning needs.
Andrea provides administrative support to the team. Her computer and office management experience are great assets that keep the office running smoothly. Her organizational skills and attention to detail ensures that our team can deliver the best of service to our clients.
Theresa graduated from the two-year Investment Management program at NBCC and during her studies; she has completed the Canadian Investment Funds course through IFSE. She works closely with all advisors in providing solutions & services to all individual and business clients concerning their group health & retirement issues as well as all of their wealth management planning needs. She also works closely with all advisors in keeping up with compliance and regulatory standards.