Profile
Mr. Coe is a Chartered Accountant and has been associated with NSC since 1993 and joined the company as Vice-President, Client Services in February 1994.
He has over 25 years experience in the financial services industry including 13 years with a trust company in Toronto where he was Senior Vice-President, Finance and responsible for all investments in the capital markets.
He has been actively involved in financial and investment planning and is responsible for client services at NSC and now specializes in asset and country allocation.
Former positions of Roger I. Coe
| Companies | Position | End |
|---|---|---|
Northwood Family Office Ltd.
 Northwood Family Office Ltd. Investment ManagersFinance Northwood Family Office Ltd. (Northwood) is a multi-family office headquartered in Toronto, Canada. The firm was founded in 2003 by Frederick Thomas McCullough and David Scott Hayman. They were acquired by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in 2022. Northwood offers integrated planning, investment management, wealth administration and family engagement for families of wealth. | Portfolio Manager-Equities | 31/12/2007 |
| Nigel Stephens Counsel, Inc. | Portfolio Manager-Equities | 30/09/2005 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Northwood Family Office Ltd.
Northwood Family Office Ltd. Investment ManagersFinance Northwood Family Office Ltd. (Northwood) is a multi-family office headquartered in Toronto, Canada. The firm was founded in 2003 by Frederick Thomas McCullough and David Scott Hayman. They were acquired by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in 2022. Northwood offers integrated planning, investment management, wealth administration and family engagement for families of wealth. | Finance |
| Nigel Stephens Counsel, Inc. | Finance |
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