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.”

 

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Those Crazy Canucks

Nov 22, 2019 07:00 PM - 09:00 PM Eastern Standard Time
The Historic Gayety Theatre 161 Hurontario Street Collingwood, Ontario

Please join us for a movie screening of "Those Crazy Canucks" and special re-screening of "The Dream Never Dies", Ken Read's story from the 1979-80 World Cup Season.

Comments and Q&A by Ken Read, Dave Irwin, Todd Brooker and the film's director, Bill Johnston. 

This event is in support of Canada's Alpine Ski Team. 


Financial Strategies for Business Owners

May 29, 2019 05:30 PM - 07:30 PM Eastern Daylight Time
Gibson's & Company 93 Hurontario St, Unit 3 Collingwood, ON

Please join us for a discussion over cocktails & hors d’oeuvres.

We’ll review relevant topics for today’s business owners, including:

  • How to increase the value of your private company
  • Tax planning strategies every business owner should know about
  • Creating a roadmap for the future

Presenters:

Paul Morgan, Managing Director, RBC Mid-Market Mergers and Acquisitions

Prashant Patel, Vice President, Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management

 

As seating is limited, please RSVP to Helen van der Meulen at 705-444-4710 or helen.vandermeulen@rbc.com


The Power of Me Too"

May 11, 2019 05:30 PM - May 11, 2019 09:30 PM Eastern Daylight 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.

 

 


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.