Testimonials

I first met Nick about 14 years ago when he was a financial advisor in Toronto. As I had been living both overseas and in Toronto at the time, he traveled a long way to discuss various issues with me in person. He showed initiative and a willingness to go great lengths to establish a strong connection. Impressed, I started moving my international assets to Nick's care. Now he handles my entire Canadian portfolio.

I appreciate Nick in many ways. He has always given me prudent and balanced advice: not too aggressive, not too conservative. We managed to catch opportunities when they were presented and avoid losses when the market declined. He regularly briefed me about the market trends and gave me confidence when it fluctuated. All in all, my portfolio grew significantly – higher than benchmark performances.

Nick's approach has been holistic. He got to know my family and my life concerns including health, kids, estate planning, etc. He introduced me to an accountant who handles tax matters, lawyers who drafted my will, a trust company which will deals with my estate after my death, and a real estate agent who helped me to purchase a condo. Sometimes, Nick meets my kids and gives them advice and makes introductions to other professionals. Recently, he introduced me to a lawyer who specializes in non-profit charities, as I am considering setting up a charity.

Over a short period of time, Nick rose from a junior financial advisor to one of the top wealth managers in Canada. I trust his ability and his personal integrity. He became not only a great advisor but also a friend, and I wholeheartedly endorse him.

— Eugene