Building your financial future

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.

What you can expect from me:

  • Learn what your current needs and goals are
  • Help you understand your existing situation and holdings
  • Analyze your circumstances and compare them to your goals
  • Assist you with your insurance and protection strategy
  • Assist you with your financial planning
  • Understand your comfort level regarding risk
  • Draw on our team of industry experts
  • Make recommendations based on your needs and goals
  • Prepare your personalized financial strategy
  • Monitor your plan regularly to ensure it stays on track
  • Confidentiality at all times

Recent Insights

The Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

U.S. productivity renaissance

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

Video: Bank of Canada makes final rate cut of 2024

The Bank of Canada lowered its benchmark interest rate by half a percentage point again in December, to 3.25%.

Global Insight 2025 Outlook executive summary: Beyond the horizon

With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors...