Nicholas Childs
Senior Portfolio Manager
Senior Investment Advisor
CIM®
FCSI®
Committed to understanding your needs and helping you achieve your vision of success
Phone
Office Location
At Childs & Associates Wealth Management, we aim to chart a clear path for our clients’ overall financial well being. We guide our clients towards their personal vision of financial success with an emphasis on financial clarity and purpose.
Who we are / What we do
Navigating the maze of investment choices in the financial industry can be challenging.Childs & Associates Wealth Management can help.
We work diligently and thoughtfully to help high net worth professionals understand the options they have and make the investment decisions that make sense for them.
- Our first step is to truly listen as we gain an in-depth of understanding of you, your family and your business, as well as your goals, your concerns and your hopes for the future.
- Then, we work with you, applying both hard and soft data as well as decades of combined experience and expertise, to develop your custom wealth plan that reflects your needs.
- As part of the process, we draw on the knowledge of the relevant TD Specialists to provide guidance on a range of areas, from estate and tax planning, to charitable giving and business succession planning.
- Finally, we stay in touch – evolving and updating your plan to address your ever-changing requirements and keep you on the path to financial success.
- Accountability
- Confidentiality
- Commitment to excellence
- Integrity
- Putting clients' interests first
- Service to the community
Childs & Associates Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Fax
(902) 420-8141
Certificates
CIM®
FCSI®
Languages
English
Education
Bachelor of Commerce and Bachelor of Arts degrees from St. Mary’s University
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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