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Committed to understanding your needs and helping you achieve your vision of success
Nicholas oversees all of Kensington Wealth Management's operational and advisory services and focuses on building client relationships. He is an enthusiastic Investment Advisor with nearly 20 years in the financial industry.
Nicholas studied Economics & Finance at the University of Toronto and also for his Masters of Business Administration at Queen's University. Prior to joining TD Wealth, Nicholas worked in the debt & treasury markets at Merrill Lynch and Rabobank in London, England. He also worked at the Canada Pension Plan Investment Board and the Royal Bank of Canada in similar roles before joining TD.
Nicholas is happily married to Joanne and is the proud father of two sons. Nicholas enjoys days out with his family exploring the city, eating at new restaurants and planning the next family trip.
Kensington Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.