Personalized Financial Solutions for You

I have been in the Financial Services industry for over 24 years. As a Certified Financial Planner®, I help my clients with their life insurance needs, investments, and living benefit solutions. I work closely with individuals to create a reliable financial foundation for their future and future generations. I am also licensed as a mutual fund sales advisor and an active member of Advocis, the Financial Advisors Association of Canada. Whether you are just starting or are ready to plan your retirement years, every stage of life needs a flexible plan to prepare for the unexpected.

Designations: Certified Financial Planner (CFP®), Certified Health Insurance Specialist (CHS®), Fraternal Insurance Counselor (FIC).

In today’s complex financial world, Canadian professionals seek guidance from experts like Nick, an Integrated Wealth Planner with a rich background in advanced financial planning and a history of serving in regional management for a leading financial organization. With over 10 years of experience, Nick not only crafts personalized wealth management solutions for business owners and professionals, but also shares his knowledge as a faculty member in physician-led financial education programs. Nick combines his deep industry knowledge with a passion for education, making him a sought-after partner for Canadian professionals navigating their financial journeys. His integrated approach to wealth management, underscored by a commitment to professional and client education, marks him as a distinguished advisor in the financial landscape.

Recognized for his insights in prestigious outlets and at industry events, Nick has also demonstrated a commitment to his profession through his volunteer work with Advocis, where he held roles including President of the London Chapter and Regional Chair for the Chapter Leadership Council.

Designations: Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS®), and Certified Cash Flow Specialist™ (CCS).

I am a dedicated and experienced Executive Administrative Assistant with over 25 years of insurance and financial experience.

I take pride in providing support and guidance to our clients with confidence and am committed to deliver reliable and exceptional service. I am a detail-oriented, hardworking and versatile individual with proven organizational skills. I have proven capability in being well-organized, office administration, record keeping and performing customer oriented tasks.

With over 13 years of experience in the insurance industry and 25 years of customer-facing roles, I am deeply committed to helping customers achieve success. My extensive background has equipped me with the knowledge, skills, and dedication needed to provide exceptional service and support to clients. I believe in building strong relationships based on trust, understanding, and personalized solutions, ensuring that each customer’s needs are met with excellence and care.

I have 43 years experience working with 3 different major Banking Financial Institutions. Throughout all those years I have held numerous positions within the banks such as Personal Banker, Mortgage Manager, Small Business Manager, Personal Banker Private Wealth and Branch Manager to name a few. I have enjoyed every minute and my greatest pleasure is providing sound Financial Advice to all clients, both Individual Personal Clients or Small Business Owner’s.

The scope of my advice will be begin with a Personalized Financial Plan, with a complete offering of Investment Solutions, so that the plan can be met and then a complete offering of Insurance Solutions, to protect the plan from any potential risks.