CFP, BBA, CIM
Associate Financial Planner
Nick has been involved in the banking and wealth management industry since 2008. 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 (Dipl. T.) and Bachelors of Business Administration (BBA) degree, Nick has also completed the Certified Financial Planner™ (CFP®) designation, the Life License Qualification Program (LLQP) and the Chartered Investment Manager (CIM) designation.
Outside of the office, Nick loves to stay active by biking on the seawall, playing volleyball/tennis, and hiking with his wife and dog.
Question & Answers
Too soon to think about this… but if I was to decide now, it would be living in a small villa off of the Mediterranean coast with an oil brush in one hand and wine in the other.
Favourite music genre?
Depends on what I’m doing…Spotify usually decides for me.
Best concert ever attended?
I can’t live with out my…
My wife and dog
What would be your last meal?
Favourite Sport to play?
Beach/Indoor Volleyball or Tennis
What is your favourite Canadian City other than Vancouver?
What languages do you speak?