Nick started his career in the financial industry in 1999 with another major bank where he worked through various client facing roles and transitioned to wealth management in 2007 as a Financial Planner.
Throughout the financial crisis, Nick realized he didn’t have all the tools he needed to properly advise his clients, so he decided to make the move to RBC Dominion Securities.
In 2007, Nick met the international recognized standards and obtained his Certified Financial Planner (CFP) designation. In 2015, Nick obtained his Chartered Investment Manager (CIM) designation and his Associate Portfolio Manager title, allowing him to offer full service discretionary investment management for his clients. Nick is also life insurance licensed, which enables him to complete a comprehensive and personalized financial plans to help ensure your continued success.
Nick was raised in Whitby and lived in the community until 2007 when he and his wife Michelle purchased a hobby farm outside of Lindsay. Nick has a passion for spending time in the outdoors where he is dedicated to training and trialing his Labrador Retrievers. Nick continues to give back to his sport where he is an active judge for local and national competitions.
