"Nick has worked with me for over a decade, providing ongoing financial planning services that consider my long-term plans, taxes, and multiple properties. His expertise and insight have added tremendous value considering my personal assets, holding companies, and cash flow for post-business years. He and his team have built and actively managed a diversified portfolio with real attention given to my specific situation, goals, and plans over time, including regular check-ins. Having delivered growth and downside protection, I would recommend Nick and his team to anyone seeking a solid, professional financial planner and advisor."
William, Marketing Agency Owner, November 2023
“Nick has been our strategic investment advisor for over 8 years, building and managing our wealth portfolio. He takes the time to truly understand our situation and our dreams, where he personalises our plan with honest and sound advice. Working with Nick, our investments have grown over the years. We have come to rely on him for guidance. We have a truly trusted relationship with Nick. He has been by our side while changing careers; financially preparing for the birth of our daughter, providing advice and preparing our portfolio when we moved to Dubai, and getting the right people involved for us to purchase our second home in Canada while being abroad. As recently as the market downturn due to Covid-19, Nick went well above and beyond constantly reaching out to update us and working to maximize our portfolio. He was able to restructure and realign our investments to mitigate future risk. I’ve worked in the financial industry for 18+ years and have never come across someone so caring and professional of their clients. I would wholeheartedly recommend him!”
Tara, Global Executive, April 2020
"My relationship with Nick started about ten years ago. Our actual business relationship commenced two years later. During the intervening years Nick maintained constant contact, advising and recommending different courses of action. One of the most significant factors in my choosing Nick as our advisor was that my spouse was comfortable with him and trusted his advice, and I knew she could rely on him in my absence. Over the years, we have benefited as a result of Nick’s involvement in our financial wellbeing, as well as from his various professionals. He coordinated with excellent legal professionals who assisted in writing our Wills and Powers of Attorney, and with BMO Trust who became our estate executor. I cannot end this testimonial without referring to Nick’s able associate Nicola. Together they make an excellent team. Both myself and my wife would strongly recommend Nick and his team to handle your financial affairs."
Bradley, Retired Bank President, April 2020