The Coles Group is a family of experienced financial consultants. We specialize in key areas of wealth management. Our expertise ranges from all forms of insurance to retirement and estate planning to employee benefits and pension packages. Keith R. Coles began his career in Halifax in 1958. The Coles Group is known as a pioneer within Nova Scotia's business and professional community.

Several generations on, The Coles Group continues to thrive by fostering specific financial advisory expertise to serve their clients' needs. Keith began his career in 1958. Although semi-retired, Keith continues to provide consulting in life insurance and retirement planning. The Coles Group has evolved over the decades into a multi-generational family business, with sons Alan and David and grandson, Andrew, now in key roles of the group.

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Services

Retirement & Estate Report

Since 1958, The Coles Group has been dedicated to providing financial security to our valued clients in their retirement and estate plans. We listen to your goals and focus on what will make you happy. 2. We identify the details that make your situation unique. 3. We explain your options and implement the plan that suits you.

Group & Pension Plans Report

The Coles Group works with local businesses to design and implement tailored and innovative group and employee benefits plans and insurance solutions. We provide consulting, administration, pension and claims services. Employee benefits plans are a tax effective means of compensation, provide coverage without a medical exam, and help businesses attract and retain their most valuable asset - quality employees.

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