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Nick takes a dynamic and individualized approach to help high net worth and ultra-high net worth clients address their financial needs.
One that combines knowledge, experience and acumen with a deep understanding not just of clients’ goals, risk tolerance, liquidity needs and objectives, but of their lives, families, interests and passions.
It is an approach based on "know how" and "know you", and truly reflects his philosophy of working closely with clients to help them live the lives they want and plan for the future.
Portfolio management is both an art and a science. Nick blends these elements by taking both a telescopic and microscopic approach to investing in order to meet the long-term and short-term goals of his clients. Risk management is the chief cornerstone of his practice.
Learn what’s on the horizon for markets and the Canadian dollar—and discover four interesting investing opportunities.
Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.
How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?
The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.