Managing considerable wealth can be complicated. Using his distinctive approach, Nicholas works with high net worth individuals, families and organizations to gain a thorough understanding of their priorities and often-complex financial needs and then builds a strategy based on those objectives and the TD principles of transparency and careful planning. Nicholas’ keen insight, disciplined counsel and effective risk management will help you make confident decisions about your future – whether you’re building your career or heading towards retirement.
Nicholas holds the Chartered Financial Analyst® (CFA®) designation and earned his BA with a major in Economics from the University of Victoria. He is also a Life Insurance Advisor through TD Wealth Insurance Services.
Committed to maintaining an active and healthy lifestyle, Nicholas enjoys golf, tennis and travelling.
Wealth For Life Advisory 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. All trademarks are the property of their respective owners.