Integrated Financial Planning & Investment Management
Nicholas believes that every client has a unique circumstance, and that requires unique solutions. He listen carefully to what his clients are trying to achieve, and provides them with advice & solutions to help them accomplish their goals. In a time when professional relationships can be fleeting & transactional, he offers his clients the opportunity to build a relationship built on trust that can grow for many, many years to come.
In today's complex environment financial advisors need to have the knowledge & resources to help their clients navigate a multitude of scenarios that can impact their finances; and therefore their lifestyle. It isn't enough to simply provide sound investment advice. The best advisors have the additional expertise to help their clients grow their wealth, limit their taxes (both today and in the future), avoid unnecessary risks and be a source of information and expertise in a variety of areas. As no one person can be an expert in all things, it is important to have a network of professionals who can be accessible to provide insights into sophisticated situations as needed. At RBC Dominion Securities, clients have access to a vast array of experts in a variety of fields to help us provide an unparalleled level of service and advice to our clients. Investment Analysts, Estate & Trust Specialists, Insurance Advisors, Lawyers, Accountants & High Net Worth Financial Planners are all available to help us provide our clients with a truly holistic approach to Wealth Management.
Clients can feel confident that they are receiving the best advice & service with the support of the significant resources available through this team and RBC Dominion Securities.