Meet The Team
Senior Investment Advisor
Portfolio Manager
MBA
CIM®
B.Comm.
Nicholas is an Investment Advisor with TD Wealth Private Investment Advice, where he is dedicated to building meaningful, long-term relationships and helping clients navigate their financial goals with confidence. With over 25 years of experience in the financial services industry, he brings a broad perspective and a client-first approach to every relationship.
Nicholas studied Economics and Finance at the University of Toronto and earned his Master of Business Administration from Queen's University. Before joining TD Wealth, he worked in debt and treasury markets with Merrill Lynch and Rabobank in London, England. He also held investment and capital markets roles with the Canada Pension Plan Investment Board and Royal Bank of Canada, gaining valuable experience across global financial institutions.
Outside of work, Nicholas enjoys spending time with his wife, Joanne, and their two sons. Whether exploring the city, discovering new restaurants, or planning their next family adventure, he values creating memorable experiences with his family.
Senior Investment Advisor
Portfolio Manager
B.Sc. (Hons)
CIM®
As an experienced Investment Advisor, Jack understands making decisions that affect your life is a deeply personal experience. As your priorities and goals evolve, Jack will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.
Jack will help you preserve and grow your wealth through his tailored investment solutions. His portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps him with his objective of providing strong and stable growth of your assets in a wide range of market conditions. He delivers proactive and personal advice, working closely with you to make key decisions about your portfolio in line with your goals.
Offering a unique discovery process
Jack will take you through a unique discovery process that uses behavioral finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. Through this discovery process he'll gain an in-depth understanding of your unique needs and, with a team of specialists, build a wealth plan to help you achieve your vision of success.French
English
Additional TD Specialists
Private Trust Manager
Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of TD Wealth Insurance Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.