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