Nick joined the company in 2013. Nick graduated with honours in 1994 from St. Lawrence College Business Administration-Accounting program. He first started his career in the public accounting field doing bookkeeping and taxes for many local individuals and businesses. He later became the controller for two local medium size corporations. Nick is Life licensed in Ontario and is a member of Independent Financial Brokers of Canada, Advocis, and the Institute of Professional Bookkeepers of Canada. He specializes in the group benefits field but also enjoys working with his business clients in their retirement, and individual life, critical illness and disability insurance needs. As a father of a disabled son, he understands the need for proper planning and protection of the family unit.
W.A. Pakeman & Associates Ltd.
Nick Coleman, CPB
Associate Broker
Upon graduation from Jefferson College in 1971 with a Liberal Arts degree, Bill started his respected profession in the Insurance Industry. After 14 successful years with London Life in personal production and management, he moved with his wife, Betsy and 2 daughters to his beloved home in the Prescott area where he is involved in his favorite community as local Augusta Township Counselor, and past president and current acting membership director of the Prescott & District Chamber of Commerce. Bill is life licensed in the province of Ontario. He is also a member of Advocis and has enriched his service to his clients by years of post graduate education in earning the designations of Registered Employee Benefit Consultant, Group Benefits Associate, Registered Health Underwriter and Elder Planning Counselor. Bill especially enjoys his focus on Group Benefits and working with Business owners in developing business succession plans. As a broker he is able to provide products from all the major Canadian Insurance agencies that best suit the needs of each business and their employees. Bill looks forward to meeting with you and sharing a cup of coffee together.
Angel Harwood, CHS
Financial Security Advisor
Angel joined the company in 2002 after being approached by Bill and Betsy because of their focus on the needs of their client’s future. It was important to them to have a successor to ensure the individual life insurance client’s needs were taken care of long after their retirement. Angel graduated with honours in 1995 from St. Lawrence College registered nursing program, and has post graduate education as a Registered Health Underwriter. She is Life licensed in Ontario. She is also member of Independent Financial Brokers of Canada and enjoys her area of Individual: life, disability and health & dental coverage. As a broker, Angel is able to approach the major companies in Canada, to help ensure the needs of her clients are met and the plan fits the individual. As a wife and mother of 2 she understands the need for proper planning and protection of the family unit.
Address
10330 Shaw Rd
Mountain, Ontario
K0E 1S0 CA