Team Members

Brian Coughlin, CFP®, CIM®

Senior Vice-President, Business Development

Brian works directly withprivate clients and institutions in developing and managing their relationshipwith Cardinal. Prior to joining Cardinal in 2003, Brian maintained a financialplanning practice. He holds a Bachelor’s degree from the University ofManitoba, and has attained the Certified FinancialPlanner (CFP®) and Chartered Investment Manager designations (CIM®). Brian islicensed as both an Advising Representative (AR) in Canada and an InvestmentAdviser Representative (IAR) in the United States.



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