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Professionals you can trust

Prior to joining Nicola Wealth, Nick worked as a Financial Consultant with a firm that specializes in providing financial planning services to physicians and their family members. He enjoys building trust with clients by providing thorough financial advice and building lasting relationships.

Initially earning his Diploma of Technology in Financial Management and Bachelors of Business Administration degree, Nick has also completed the Certified Financial Planner (CFP®) designation, the Life License Qualification Program (LLQP) and the Chartered Investment Manager (CIM®) designation.

Nick has been involved in the banking and wealth management industry since 2008. 

Overview

Nick Rosenrauch

Client Relationship Manager

Wealth Advisor

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


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