Team

Our team of experts are here to help you find the right path

Liz McCoy

Advisor Associate & Senior Analyst

Liz joined the Selectpath team in 2021. Prior to that, she spent 6 years with a major benefits and financial advisory firm. She brought with her a background in both administration and client services within the banking and credit industries. Liz holds an Honours Diploma from NBCC Saint John, in Business Administration — Investment Management as well as her Retirement Plan Associate (RPA) designation and she continues to work towards completing her CEBS education.

 

Working along side Todd Stephen, Liz is primarily responsible for overseeing the workflow and executing the service plan for each client and positioning the practice for growth. She also works closely with the Benefits Associates on client meeting preparation and processes. Her role also includes compiling and analyzing client data to develop customized and competitive benefits plans for your organization.

Corporate Office - London

310-700 Richmond Street
London, ON N6A 5C7

Tel: (519) 675-1177

Toll-Free: (888) 327-5777

Directions

Sarnia

200-429 Exmouth Street
Sarnia, ON N7T 5P1

Tel: (519) 337-0807

Toll-Free: (877) 822-1522

Directions

Halifax

305-1949 Upper Water Street

Halifax, NS B3J3N3

Tel: (902) 797-1391

Toll-Free: (833) 832-2230

Directions

Saint John

190-17 Canterbury Street

Saint John, NB E2L2C3

Tel: (506) 638-6549

Toll-Free: (833) 832-2230

Directions

Navigo

1464 Cornwall Road, Unit 1

Oakville ON L6J 7W5

Tel: (866) 940-3777

Email: info@navigofinancial.com

Directions

Cooke Capital

Commercial Insurance Atlantic Partner

Website: www.cooke.ca

Toll-Free: (800) 566-5666