Financial Planner, Manulife Wealth Inc.
Life Insurance Advisor - Manulife Wealth Insurance Services Inc.

Nicholas is a CFP^® Certified Financial Planner with Manulife Wealth Inc. and holder of the CIM^® Canadian Investment Manager and FCSI^® Fellow of the Canadian Securities Institute designations - their highest designation.

Nicholas joined the financial services industry in 1998. Since that time, there have been many market circumstances that have challenged every type of investor. This seasoned experience has made him an invaluable asset to his clients needing more than just a “stock broker”.

His passion for detail and service goes beyond financial planning. His personal touch and research allows for long term relationships and greater satisfaction from his clients.

Nicholas has extensive experience with retirement, estate, education, disablility, tax, corporate and investment planning. His strategies allow for a more streamline processes to build a concise financial strategy, creating a more successful financial roadmap.

As with all strategies, risk assessment is paramount, to reach the financial goals and objectives of each client. Liquidity and transparency are a focal point when building a financial strategy and in helping clients navigate through the financial services industry.

Investments are done for a myriad of reasons, from immediate to long term strategies. From financial to tax goals, the road map required to achieve maximum fulfillment needs a solid and resilient relationship.

Manulife securities operates under an "independent" model where advisors are free to source products from the most trusted fund companies and banks.  Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada, additional disclosure information will be provided by your Advisor upon referral. This enables us to achieve higher satisfaction with our clients.

Nicholas works with his clients to develop custom financial strategies that address their own personal situations. What sets Nicholas apart is that his clients are comfortable working with him in providing personal custom strategies to their specific financial challenges. Receiving an inheritance, severance packages, corporate tax issues, creating a reliable cash flow for retirement, planning for children’s education, looking after a disabled person in their family, are examples of issues that require attention, to name a few. He gives his clients the confidence and peace of mind that their financial challenges are met with achievable solutions that they understand and are excited to implement.