With more than 20 years of experience in the financial industry, Nick leverages in-depth knowledge and skills to help clients simplify their financial lives. He takes great satisfaction in helping clients achieve their important goals by designing highly personalized wealth management strategies and acting as a steadfast financial partner. Every step of the way, Nick is committed to finding more opportunities to create peace of mind for his clients.
From a young age, Nick demonstrated a natural interest in financial markets. Today, he takes pride in sharing that same enthusiasm with clients to help them feel more empowered in their finances, providing educational resources, coaching and timely insights on the markets. He applies his detailed knowledge of the markets and daily monitoring to ensuring clients’ portfolios are always properly allocated and up-to-date. Known among clients for his superior service, Nick never passes up the chance to check in with clients beyond regular portfolio reviews.
To complement his professional experience, Nick has obtained the Chartered Investment Manager (CIM) designation. In addition to completing advanced training to offer portfolio management, he is also life-licensed.
Outside the office, Nick enjoys spending quality time with his wife and children. He also enjoys cooking and experimenting with new culinary experiences. An avid traveler, Nick counts Greece among his favourite places – he treasured the opportunity to explore his family’s village in the southern Peloponnese.
