Nick listens and offers custom solutions that meet your financial and personal needs. He is very proactive with his advice, always keeping you informed regularly. You will receive updates on global or domestic economic trends ahead of times.     I highly recommend Nick as a trusted advisor. He is honest, very well informed and always keeping your personal goals at the forefront.

  - A. Mayer  

Nick has been my investment advisor for the past two years. He is a great communicator, is extremely knowledgeable and instills a strong feeling of trust with clients. I have recommended Nick's services to friends and family members who have also been greatly impressed with his ability to relate well to others, along with his solid advice and understanding of investments.

- Heather C.

Building Durable Wealth

&

Funding Future Legacies

 

WHAT WE OFFER:

We offer Professional Wealth Management and Integrated Planning which is coordinated across the full spectrum of financial matters including:

  • Investment & Portfolio Management
  • Goals Based Investing
  • Tax Consulting & Optimization
  • Financial Planning
  • Retirement Income strategies
  • Protecting your Estate and Legacy
  • Insurance Needs Assessments
  • Credit & Lending (Business and Family)
 

For us it’s all about helping families grow and protect their wealth, to last them throughout retirement, and also fund a future legacy

 

WHO WE TAKE CARE OF:

We work with private investors and their families who benefit from a fully integrated wealth management approach. These include:

  • Retirees wanting to maximize their after tax retirement income with special consideration given to their earned government pension income as well as estate and legacy planning.
  • Busy Professionals who want to ensure they have a comprehensive wealth plan.
  • Business owners needing a trusted financial partner to assist them in a variety of ways including unique investment strategies and business succession or transition.

 

WHAT MAKES US DIFFERENT:

 

The families we look after choose to work with us because:

  • We focus on building trust and confidence
  • We pride ourselves in building durable portfolios
  • We believe resolutely in the importance of having a plan and managing controllable risks.
  • We collaborate and coordinate tax sensitive financial planning matters with our clients’ tax professionals
  • We utilize technical investment information and knowledge to help identify opportunities with prevailing market themes.
  • We provide access to high net worth money managers all across Canada and the U.S.

Insights into giving and inheriting wealth across generations

Within a generation, over $400 billion is expected to be passed down to inheritors in Canada. How are Canadian families preparing for one of the largest transfers of wealth in history? And will inheritors be ready?

 

“It’s up to the givers of wealth to proactively prepare the next generation to manage that wealth.”

 

The Power of Me Too"

Jan 14, 2019 12:00 PM - Mar 08, 2019 01:42 PM Eastern Standard Time
The Golf Club at Lora Bay 109 E. Ridge Dr Thornbury, ON

“The Power of Me Too”- a special dinner event

I am proud to be a principal sponsor of this special dinner event happening at Lora Bay Golf Club on May 11th, 2019. The event is being put on by an initiative called ‘From the Rock to Rockies’ which is an effort by three local teachers looking to help improve support for students in their area who are struggling with mental health. One of their goals will be to cross the country by bike in July 2019 to create awareness for this important cause so I am very impressed with their effort and dedication.

The dinner event at Lora Bay will feature guest speaker Theo Fleury, former NHL and Team Canada hockey star as well as female Basketball pro Mikaela Brewer. It will be an evening dedicated to Mental health, Sharing, hope and inspiration.

 

 

RSVP

The Best Downhill Racer

Nov 30, 2018 06:30 PM - Nov 30, 2018 09:30 PM Eastern Standard Time
The Historic Gayety Theatre 161 Hurontario Street Collingwood, Ontario

Please join us for a special presentation of The Best Downhill Racer. This movie event is Steve Podborski's story from the 1981-82 ski season. Introductions will be provided by Steve Podborski, Todd Brooker, and the film's director, Bill Johnston. 

 

The event is in support of Parachute Canada. 

 


A Party To Die For

Oct 27, 2018 05:00 PM - Oct 27, 2018 11:00 PM Eastern Daylight Time
109 E Ridge Dr Thornbury, Ontario

On October 27th we will be one of the title sponsors for ‘A Party To Die For’, an event in support of Beaver Valley Outreach at the Lora Bay Golf Club . We will be the proud sponsors of the ‘liquid assets’ for the evening (otherwise known as wine). This special event is one of BVO’s key fundraising initiatives to help improve their capacity of making good things happen in our community. For ticket inquiries please email fundraising@bvo.ca


Poster for event showing time and date

Where do we go from here?

Jun 14, 2018 05:00 PM - Jun 14, 2018 08:00 PM Eastern Daylight Time
Georgian Bay Hotel and Conference Center Collingwood, Ontario

Please join us Thursday June 14th for an engaging discussion about financial markets. We have arranged for a special guest speaker, Anthony Scilipoti, President & CEO of Veritas Investment Research. Drinks and appetizers will be at 5:00 pm with the presentation starting at 5:30 pm at the Georgian Bay Hotel & Conference Centre.


Cover of book The Value Proposition authored by presenter Kim Shannon

Women & wealth dinner presentation

Jun 07, 2018 05:00 PM - Jun 07, 2018 08:00 PM Eastern Daylight Time
8 Bruce St., S. Thornbury, On

Please join us for a timely discussion regarding women and wealth, featuring two prominent female investment professionals. We will review important wealth planning considerations for your family, discuss some of the unique financial challenges that women face, and hear an economic outlook from one of the most respected Canadian investment managers in the industry.