Dave Coggins
About Dave Coggins
Dave Coggins is a Senior Associate Consultant at IG Wealth Management in Oshawa, Ontario, specializing in customized financial planning. With over 40 years of experience in the financial sector, he focuses on tax and estate planning, investment strategies, and wealth management.
Work at IG Wealth Management
Dave Coggins has been a Senior Associate Consultant at IG Wealth Management since 2002. In this role, he operates in Oshawa, Ontario, Canada, and collaborates with a team of professionals to deliver comprehensive wealth management services. His focus is on creating customized financial plans that address the unique needs and circumstances of individual clients. Coggins utilizes his expertise in various areas, including tax and estate planning, investment lending, and business succession planning, to help clients effectively manage their wealth.
Education and Expertise
Dave Coggins studied at George S Henry Don Mills and George S Henry Secondary School, where he completed his secondary education. He furthered his education at Glendon Campus of York University, earning a degree in Economics from 1978 to 1981. Coggins specializes in developing tailored financial strategies that assist clients in growing, protecting, saving, enjoying, and sharing their wealth. His extensive knowledge in financial planning encompasses various aspects, including securities, insurance, and estate planning.
Background in Financial Services
Before joining IG Wealth Management, Dave Coggins accumulated significant experience in the financial services sector. He worked at Scotiabank (Montreal Trust) as a Business Development Manager from 1983 to 1988. Following this role, he served as an Area Manager at Bank of Montreal from 1988 to 2002, where he spent 14 years. Additionally, he began his career as a Sales Representative at Sun Life Financial from 1981 to 1983. This diverse background has contributed to his comprehensive understanding of the financial industry.
Professional Focus and Client Support
In his current position, Dave Coggins emphasizes the importance of personalized financial planning. He works closely with clients to understand their individual circumstances and goals. His approach involves creating customized financial plans that align with clients' aspirations for wealth growth and protection. Coggins's commitment to client support is evident in his utilization of various financial planning tools and strategies, ensuring that clients receive tailored advice that meets their specific needs.